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Axxcess Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-25,560
Closed -$1.6M – 1075
2025
Q3 		$1.6M Buy
25,560
+2,347
+10% +$144K 0.03% 361
2025
Q2 		$1.45M Sell
23,213
-3,452
-13% -$210K 0.03% 344
2025
Q1 		$1.7M Buy
+26,665
New +$1.68M 0.05% 288

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 $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 $173B AUM 20.72% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Axxcess Wealth Management's MLPX Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 25,560 shares — an estimated $1.6M sold.

Axxcess Wealth Management first reported a position in MLPX in Q1 2025 and held it in 3 quarters. The position peaked at $1.7M in Q1 2025. 313 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 25,560 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $1.6M.
  • Axxcess Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.7M in Q1 2025.
  • 313 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.