Congress Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
Other funds holding MLPX
RA
Congress Wealth Management's MLPX Position: Q2 2025 in Review
Congress Wealth Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.1% in Q2 2025, selling an estimated $36.8K and leaving 28,228 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #580.
Congress Wealth Management first reported a position in MLPX in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.85M in Q1 2025. 310 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.
- Congress Wealth Management held 28,228 shares of Global X MLP & Energy Infrastructure ETF worth $1.77M as of Q2 2025.
- Congress Wealth Management sold 606 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $36.8K.
- Global X MLP & Energy Infrastructure ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #580 holding.
- Congress Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 3 quarters since.
- Congress Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.85M in Q1 2025.
- 310 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.