CFG
MLPX icon

Clayton Financial Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Clayton Financial Group’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
-4,153
Closed -$265K – 78
2025
Q1 		$265K Buy
4,153
+72
+2% +$4.54K 0.1% 95
2024
Q4 		$247K Buy
4,081
+43
+1% +$2.56K 0.09% 100
2024
Q3 		$220K Buy
+4,038
New +$213K 0.08% 115

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

Clayton Financial Group's MLPX Position: Q2 2025 in Review

Clayton Financial Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 4,153 shares — an estimated $265K sold.

Clayton Financial Group first reported a position in MLPX in Q3 2024 and held it in 3 quarters. The position peaked at $265K in Q1 2025. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Clayton Financial Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Clayton Financial Group sold 4,153 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $265K.
  • Clayton Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 3 quarters.
  • Clayton Financial Group's Global X MLP & Energy Infrastructure ETF position peaked at $265K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Clayton Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.