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Carolinas Wealth Consulting’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Carolinas Wealth Consulting’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
-1,112
Closed -$71K – 580
2025
Q1 		$71K Hold
1,112
– – 0.02% 295
2024
Q4 		$67.4K Sell
1,112
-202
-15% -$12K 0.01% 310
2024
Q3 		$71.5K Hold
1,314
– – 0.01% 315
2024
Q2 		$67.1K Buy
+1,314
New +$64.7K 0.01% 327

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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's MLPX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 1,112 shares — an estimated $71K sold.

Carolinas Wealth Consulting first reported a position in MLPX in Q2 2024 and held it in 4 quarters. The position peaked at $71.5K in Q3 2024. 308 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,112 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $71K.
  • Carolinas Wealth Consulting first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Global X MLP & Energy Infrastructure ETF position peaked at $71.5K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.