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

Delta 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 Q1	$911K	Buy	14,039 +7	+0%	+$441	0.21%	78
2024 Q4	$850K	Buy	14,032 +6	+0%	+$357	0.2%	83
2024 Q3	$763K	Buy	14,026 +7	+0%	+$370	0.28%	51
2024 Q2	$716K	Buy	14,019 +8	+0.1%	+$394	0.3%	48
2024 Q1	$686K	Sell	14,011 -293	-2%	-$13.3K	0.2%	94
2023 Q4	$638K	Buy	14,304 +8	+0.1%	+$348	0.2%	93
2023 Q3	$606K	Buy	14,296 +7	+0%	+$298	0.21%	84
2023 Q2	$594K	Sell	14,289 -242	-2%	-$9.7K	0.7%	38
2023 Q1	$580K	Buy	14,531 +7	+0%	+$285	0.23%	82
2022 Q4	$596K	Buy	+14,524	New	+$598K	0.26%	75

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 $1.09B AUM 11.58% 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

Delta Financial Group's MLPX Position: Q1 2025 in Review

Delta Financial Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.05% in Q1 2025, buying an estimated $441 and bringing the position to 14,039 shares worth $911K. The position accounts for 0.21% of the portfolio, ranked #78.

Delta Financial Group first reported a position in MLPX in Q4 2022 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

Delta Financial Group held 14,039 shares of Global X MLP & Energy Infrastructure ETF worth $911K as of Q1 2025.
Delta Financial Group bought 7 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $441.
Global X MLP & Energy Infrastructure ETF made up 0.21% of Delta Financial Group's portfolio in Q1 2025, its #78 holding.
Delta Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.