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Delta Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Delta Wealth Advisors’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
2024
Q2 		– Sell
-13,423
Closed -$658K – 48
2024
Q1 		$658K Buy
+13,423
New +$611K 0.68% 29

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Delta Wealth Advisors's MLPX Position: Q2 2024 in Review

Delta Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2024, closing a stake of 13,423 shares — an estimated $658K sold.

Delta Wealth Advisors first reported a position in MLPX in Q1 2024 and held it in 1 quarter. The position peaked at $658K in Q1 2024. 201 funds tracked by Wall St. Rank hold MLPX as of Q2 2024.

  • Delta Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 13,423 Global X MLP & Energy Infrastructure ETF shares in Q2 2024, an estimated $658K.
  • Delta Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • Delta Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $658K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2024.

Based on Delta Wealth Advisors's 13F filing for Q2 2024, filed 10 Oct 2025.