Briaud Financial Planning’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-466	Closed	-$29K	–	224
2025 Q2	$29K	Buy	466 +432	+1,271%	+$26.2K	0.01%	135
2025 Q1	$2K	Hold	34	–	–	﹤0.01%	184
2024 Q4	$2K	Buy	34 +1	+3%	+$59	﹤0.01%	183
2024 Q3	$1K	Hold	33	–	–	﹤0.01%	129
2024 Q2	$1K	Hold	33	–	–	﹤0.01%	132
2024 Q1	$2K	Buy	+33	New	+$1.5K	﹤0.01%	117
2023 Q4	–	Sell	-32	Closed	-$1K	–	103
2023 Q3	$1K	Buy	+32	New	+$1.36K	﹤0.01%	153

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Briaud Financial Planning's MLPX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 466 shares — an estimated $29K sold.

Briaud Financial Planning first reported a position in MLPX in Q3 2023 and held it in 7 quarters. The position peaked at $29K in Q2 2025. 293 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

Briaud Financial Planning reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 466 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $29K.
Briaud Financial Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Global X MLP & Energy Infrastructure ETF position peaked at $29K in Q2 2025.
293 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.