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B&D White Capital Company’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

B&D White Capital Company’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
-243,700
Closed -$1.56M – 87
2025
Q1 		$1.56M Buy
243,700
+154,741
+174% +$9.75M 0.23% 41
2024
Q4 		$5.39M Buy
+88,959
New +$5.29M 0.91% 14

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

B&D White Capital Company's MLPX Position: Q2 2025 in Review

B&D White Capital Company sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 243,700 shares — an estimated $1.56M sold.

B&D White Capital Company first reported a position in MLPX in Q4 2024 and held it in 2 quarters. The position peaked at $5.39M in Q4 2024. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • B&D White Capital Company reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • B&D White Capital Company sold 243,700 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $1.56M.
  • B&D White Capital Company first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • B&D White Capital Company's Global X MLP & Energy Infrastructure ETF position peaked at $5.39M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.