Clean Yield Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Clean Yield 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 Q1	–	Sell	-439	Closed	-$26.6K	–	477
2024 Q4	$26.6K	Hold	439	–	–	0.01%	278
2024 Q3	$23.9K	Hold	439	–	–	0.01%	281
2024 Q2	$22.4K	Hold	439	–	–	0.01%	279
2024 Q1	$21.5K	Hold	439	–	–	0.01%	283
2023 Q4	$19.6K	Hold	439	–	–	0.01%	283
2023 Q3	$18.9K	Hold	439	–	–	0.01%	283
2023 Q2	$18.2K	Hold	439	–	–	0.01%	296
2023 Q1	$17.5K	Hold	439	–	–	0.01%	294
2022 Q4	$17.9K	Hold	439	–	–	0.01%	298
2022 Q3	$16K	Hold	439	–	–	0.01%	300
2022 Q2	$17K	Hold	439	–	–	0.01%	303
2022 Q1	$19K	Hold	439	–	–	0.01%	313
2021 Q4	$16K	Buy	+439	New	+$16.2K	0.01%	341

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Clean Yield Group's MLPX Position: Q1 2025 in Review

Clean Yield Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 439 shares — an estimated $26.6K sold.

Clean Yield Group first reported a position in MLPX in Q4 2021 and held it in 13 quarters. The position peaked at $26.6K in Q4 2024. 302 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

Clean Yield Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 439 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $26.6K.
Clean Yield Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and held it in 13 quarters.
Clean Yield Group's Global X MLP & Energy Infrastructure ETF position peaked at $26.6K in Q4 2024.
302 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.