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

Concourse Financial Group Securities’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
-5,863
Closed -$386K – 1293
2024
Q4 		$386K Buy
5,863
+67
+1% +$3.99K 0.02% 537
2024
Q3 		$315K Sell
5,796
-255
-4% -$13.5K 0.02% 583
2024
Q2 		$309K Buy
6,051
+74
+1% +$3.65K 0.02% 572
2024
Q1 		$293K Buy
5,977
+76
+1% +$3.46K 0.02% 565
2023
Q4 		$263K Buy
5,901
+78
+1% +$3.39K 0.02% 581
2023
Q3 		$247K Sell
5,823
-141
-2% -$6K 0.02% 562
2023
Q2 		$248K Sell
5,964
-9,375
-61% -$376K 0.02% 585
2023
Q1 		$613K Buy
15,339
+131
+0.9% +$5.34K 0.05% 383
2022
Q4 		$620K Sell
15,208
-48
-0.3% -$1.98K 0.05% 365
2022
Q3 		$572K Sell
15,256
-2,575
-14% -$105K 0.05% 332
2022
Q2 		$680K Sell
17,831
-47
-0.3% -$1.98K 0.06% 333
2022
Q1 		$764K Sell
17,878
-4,633
-21% -$183K 0.06% 334
2021
Q4 		$796K Buy
22,511
+325
+1% +$12K 0.05% 385
2021
Q3 		$796K Buy
22,186
+1,651
+8% +$57.2K 0.05% 368
2021
Q2 		$746K Buy
20,535
+1,104
+6% +$38.2K 0.05% 370
2021
Q1 		$614K Buy
19,431
+3,490
+22% +$105K 0.04% 382
2020
Q4 		$430K Buy
15,941
+750
+5% +$19K 0.03% 411
2020
Q3 		$335K Buy
15,191
+564
+4% +$14K 0.03% 419
2020
Q2 		$364K Sell
14,627
-369
-2% -$8.86K 0.04% 380
2020
Q1 		$276K Buy
+14,996
New +$457K 0.03% 387
2019
Q2 		– Sell
-2,714
Closed -$106K – 2338
2019
Q1 		$107K Buy
2,714
+872
+47% +$33.1K 0.01% 665
2018
Q4 		$60K Buy
+1,842
New +$67.9K 0.01% 766

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 $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 $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Concourse Financial Group Securities's MLPX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 5,863 shares — an estimated $386K sold.

Concourse Financial Group Securities first reported a position in MLPX in Q4 2018 and held it in 22 quarters. The position peaked at $796K in Q4 2021. 304 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,863 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $386K.
  • Concourse Financial Group Securities first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 22 quarters.
  • Concourse Financial Group Securities's Global X MLP & Energy Infrastructure ETF position peaked at $796K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.