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Blue Trust Inc’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Blue Trust Inc’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
-186
Closed -$11.7K – 2660
2025
Q3 		$11.7K Hold
186
– – ﹤0.01% 1823
2025
Q2 		$11.7K Hold
186
– – ﹤0.01% 1835
2025
Q1 		$11.9K Buy
+186
New +$11.7K ﹤0.01% 1819
2024
Q4 		– Sell
-386
Closed -$19.7K – 2770
2024
Q3 		$19.7K Buy
386
+376
+3,760% +$19.9K ﹤0.01% 1948
2024
Q2 		$490 Buy
+10
New +$493 ﹤0.01% 2617

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Blue Trust Inc's MLPX Position: Q4 2025 in Review

Blue Trust Inc sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 186 shares — an estimated $11.7K sold.

Blue Trust Inc first reported a position in MLPX in Q2 2024 and held it in 5 quarters. The position peaked at $19.7K in Q3 2024. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Blue Trust Inc reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 186 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $11.7K.
  • Blue Trust Inc first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and held it in 5 quarters.
  • Blue Trust Inc's Global X MLP & Energy Infrastructure ETF position peaked at $19.7K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.