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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
36,426
+3,367
+10% +$204K 0.01% 739
2025
Q1
$2.11M Buy
33,059
+25,726
+351% +$1.62M 0.01% 712
2024
Q4
$444K Sell
7,333
-152
-2% -$9.04K ﹤0.01% 1526
2024
Q3
$407K Buy
7,485
+39
+0.5% +$2.06K ﹤0.01% 1554
2024
Q2
$380K Buy
7,446
+1,281
+21% +$63.1K ﹤0.01% 1546
2024
Q1
$302K Sell
6,165
-10,892
-64% -$496K ﹤0.01% 1287
2023
Q4
$761K Buy
17,057
+10,977
+181% +$477K 0.01% 824
2023
Q3
$258K Buy
6,080
+610
+11% +$25.9K ﹤0.01% 1283
2023
Q2
$227K Sell
5,470
-9,191
-63% -$368K ﹤0.01% 1336
2023
Q1
$586K Sell
14,661
-278
-2% -$11.3K 0.01% 850
2022
Q4
$609K Sell
14,939
-2,880
-16% -$119K 0.01% 788
2022
Q3
$668K Buy
+17,819
New +$725K 0.01% 669

Other funds holding MLPX

Avantax Advisory Services's MLPX Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 10% in Q2 2025, buying an estimated $204K and bringing the position to 36,426 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #739.

Avantax Advisory Services first reported a position in MLPX in Q3 2022 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Avantax Advisory Services held 36,426 shares of Global X MLP & Energy Infrastructure ETF worth $2.28M as of Q2 2025.
  • Avantax Advisory Services bought 3,367 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $204K.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #739 holding.
  • Avantax Advisory Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and has held it in 12 quarters since.
  • 308 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.