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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q3 		– Sell
-22,925
Closed -$1.44M – 77
2025
Q2 		$1.44M Buy
22,925
+2
+0% +$121 0.96% 25
2025
Q1 		$1.46M Sell
22,923
-20,978
-48% -$1.32M 1.03% 18
2024
Q4 		$2.66M Buy
+43,901
New +$2.61M 1.81% 8

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's MLPX Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 22,925 shares — an estimated $1.44M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in MLPX in Q4 2024 and held it in 3 quarters. The position peaked at $2.66M in Q4 2024. 294 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 22,925 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $1.44M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 3 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Global X MLP & Energy Infrastructure ETF position peaked at $2.66M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.