AI
MLPX icon

Atria Investments’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Atria Investments’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
Q2 		– Sell
-65,223
Closed -$4.16M – 2047
2025
Q1 		$4.16M Sell
65,223
-13,032
-17% -$821K 0.05% 425
2024
Q4 		$4.74M Sell
78,255
-518
-0.7% -$30.8K 0.06% 367
2024
Q3 		$4.29M Sell
78,773
-3,012
-4% -$159K 0.05% 404
2024
Q2 		$4.18M Buy
81,785
+378
+0.5% +$18.6K 0.05% 397
2024
Q1 		$3.99M Buy
+81,407
New +$3.71M 0.05% 404
2021
Q4 		– Sell
-53,657
Closed -$1.93M – 872
2021
Q3 		$1.93M Sell
53,657
-4,235
-7% -$147K 0.03% 546
2021
Q2 		$2.1M Sell
57,892
-2,847
-5% -$98.5K 0.04% 480
2021
Q1 		$1.92M Buy
+60,739
New +$1.83M 0.04% 466
2020
Q1 		– Sell
-25,406
Closed -$936K – 947
2019
Q4 		$936K Buy
25,406
+10,967
+76% +$385K 0.03% 558
2019
Q3 		$533K Buy
14,439
+36
+0.2% +$1.34K 0.02% 559
2019
Q2 		$503K Sell
14,403
-8,645
-38% -$336K 0.02% 579
2019
Q1 		$912K Buy
23,048
+498
+2% +$18.9K 0.04% 384
2018
Q4 		$739K Buy
22,550
+2,164
+11% +$79.7K 0.03% 385
2018
Q3 		$817K Sell
20,386
-13,374
-40% -$548K 0.03% 455
2018
Q2 		$1.35M Buy
33,760
+2,964
+10% +$113K 0.06% 314
2018
Q1 		$1.09M Buy
30,796
+1,593
+5% +$62.7K 0.05% 335
2017
Q4 		$1.19M Buy
29,203
+9,057
+45% +$358K 0.06% 297
2017
Q3 		$833K Buy
20,146
+1,473
+8% +$60.5K 0.05% 356
2017
Q2 		$773K Buy
18,673
+2,305
+14% +$97.1K 0.05% 340
2017
Q1 		$724K Buy
+16,368
New +$728K 0.05% 315

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 $377B AUM 19.32% 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 $980M AUM 9.86% 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 $187B AUM 18.48% 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 $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's MLPX Position: Q2 2025 in Review

Atria Investments sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 65,223 shares — an estimated $4.16M sold.

Atria Investments first reported a position in MLPX in Q1 2017 and held it in 20 quarters. The position peaked at $4.74M in Q4 2024. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Atria Investments reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 65,223 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $4.16M.
  • Atria Investments first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 20 quarters.
  • Atria Investments's Global X MLP & Energy Infrastructure ETF position peaked at $4.74M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.