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Advisory Alpha’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Advisory Alpha’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
Q1 		$30.5M Sell
412,560
-1,837
-0.4% -$125K 0.83% 31
2025
Q4 		$25.1M Sell
414,397
-2,149
-0.5% -$129K 0.68% 35
2025
Q3 		$25.9M Buy
416,546
+19,883
+5% +$1.22M 0.72% 33
2025
Q2 		$24.9M Buy
396,663
+16,486
+4% +$1M 0.77% 32
2025
Q1 		$24.3M Buy
380,177
+376,821
+11,228% +$23.7M 0.82% 32
2024
Q4 		$203K Buy
+3,356
New +$200K 0.01% 425

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return