D.A. Davidson & Co’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

D.A. Davidson & Co’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 Q4	–	Sell	-4,697	Closed	-$295K	–	1580
2025 Q3	$295K	Sell	4,697 -2,726	-37%	-$167K	﹤0.01%	1309
2025 Q2	$465K	Sell	7,423 -1,095	-13%	-$66.5K	﹤0.01%	1081
2025 Q1	$544K	Sell	8,518 -870	-9%	-$54.8K	﹤0.01%	982
2024 Q4	$569K	Buy	9,388 +2,200	+31%	+$131K	﹤0.01%	965
2024 Q3	$391K	Buy	7,188 +1,200	+20%	+$63.4K	﹤0.01%	1100
2024 Q2	$306K	Buy	+5,988	New	+$295K	﹤0.01%	1157
2017 Q2	–	Sell	-667	Closed	-$29K	–	2402
2017 Q1	$29K	Hold	667	–	–	﹤0.01%	1717
2016 Q4	$29K	Buy	+667	New	+$29.4K	﹤0.01%	1800

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

D.A. Davidson & Co's MLPX Position: Q4 2025 in Review

D.A. Davidson & Co sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 4,697 shares — an estimated $295K sold.

D.A. Davidson & Co first reported a position in MLPX in Q4 2016 and held it in 8 quarters. The position peaked at $569K in Q4 2024. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

D.A. Davidson & Co reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
D.A. Davidson & Co sold 4,697 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $295K.
D.A. Davidson & Co first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2016 and held it in 8 quarters.
D.A. Davidson & Co's Global X MLP & Energy Infrastructure ETF position peaked at $569K in Q4 2024.
314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on D.A. Davidson & Co's 13F filing for Q4 2025, filed 29 Jan 2026.