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Planning Strategies Inc.’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Planning Strategies Inc.’s Portfolio MLPX Stock Details MLPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
+14,362
New +$1.06M 0.66% 26

Other funds holding MLPX

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Planning Strategies Inc.'s MLPX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2026: 14,362 shares worth $1.06M. The stake represents 0.66% of the portfolio and ranks #26 among its holdings.

126 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

  • Planning Strategies Inc. held 14,362 shares of Global X MLP & Energy Infrastructure ETF worth $1.06M as of Q2 2026.
  • Global X MLP & Energy Infrastructure ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Global X MLP & Energy Infrastructure ETF made up 0.66% of Planning Strategies Inc.'s portfolio in Q2 2026, its #26 holding.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.