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

Atria Wealth Solutions’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	$474K	Sell	7,569 -50,380	-87%	-$3.06M	0.01%	939
2025 Q1	$3.7M	Buy	57,949 +968	+2%	+$61K	0.04%	431
2024 Q4	$3.45M	Sell	56,981 -4,329	-7%	-$258K	0.04%	461
2024 Q3	$3.34M	Buy	61,310 +6	+0%	+$317	0.04%	460
2024 Q2	$3.13M	Buy	61,304 +320	+0.5%	+$15.8K	0.03%	476
2024 Q1	$2.99M	Sell	60,984 -3,483	-5%	-$159K	0.03%	499
2023 Q4	$2.88M	Buy	64,467 +14,797	+30%	+$643K	0.04%	482
2023 Q3	$2.11M	Buy	49,670 +27,772	+127%	+$1.18M	0.03%	540
2023 Q2	$910K	Buy	21,898 +4,483	+26%	+$180K	0.01%	876
2023 Q1	$696K	Buy	17,415 +2,354	+16%	+$96K	0.01%	967
2022 Q4	$614K	Buy	15,061 +2,177	+17%	+$89.6K	0.01%	981
2022 Q3	$483K	Buy	12,884 +1,792	+16%	+$72.9K	0.01%	1042
2022 Q2	$423K	Buy	+11,092	New	+$467K	0.01%	1056

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's MLPX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 87% in Q2 2025, selling an estimated $3.06M and leaving 7,569 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #939.

Atria Wealth Solutions first reported a position in MLPX in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.7M in Q1 2025. 310 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

Atria Wealth Solutions held 7,569 shares of Global X MLP & Energy Infrastructure ETF worth $474K as of Q2 2025.
Atria Wealth Solutions sold 50,380 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $3.06M.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #939 holding.
Atria Wealth Solutions first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Global X MLP & Energy Infrastructure ETF position peaked at $3.7M in Q1 2025.
310 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.