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Beacon Harbor Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Beacon Harbor Wealth Advisors’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
-206,071
Closed -$13.1M – 85
2025
Q1 		$13.1M Sell
206,071
-2,357
-1% -$148K 3.06% 6
2024
Q4 		$12.6M Buy
+208,428
New +$12.4M 2.94% 5

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

Beacon Harbor Wealth Advisors's MLPX Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 206,071 shares — an estimated $13.1M sold.

Beacon Harbor Wealth Advisors first reported a position in MLPX in Q4 2024 and held it in 2 quarters. The position peaked at $13.1M in Q1 2025. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 206,071 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $13.1M.
  • Beacon Harbor Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $13.1M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.