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Dynamic Advisor Solutions’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Dynamic Advisor Solutions’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
-70,461
Closed -$4.42M – 981
2025
Q3 		$4.42M Sell
70,461
-980
-1% -$59.9K 0.13% 179
2025
Q2 		$4.48M Buy
71,441
+4,831
+7% +$293K 0.14% 173
2025
Q1 		$4.25M Buy
66,610
+4,050
+6% +$255K 0.14% 176
2024
Q4 		$3.79M Sell
62,560
-15,889
-20% -$945K 0.16% 144
2024
Q3 		$4.27M Buy
78,449
+523
+0.7% +$27.6K 0.13% 188
2024
Q2 		$3.98M Buy
77,926
+3,504
+5% +$173K 0.13% 195
2024
Q1 		$3.65M Buy
74,422
+27,809
+60% +$1.27M 0.12% 204
2023
Q4 		$2.1M Buy
46,613
+4,340
+10% +$189K 0.08% 280
2023
Q3 		$1.79M Buy
+42,273
New +$1.8M 0.08% 250
2018
Q2 		– Sell
-43,023
Closed -$1.52M – 423
2018
Q1 		$1.52M Buy
+43,023
New +$1.69M 0.39% 84

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 $980M AUM 9.86% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Dynamic Advisor Solutions's MLPX Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 70,461 shares — an estimated $4.42M sold.

Dynamic Advisor Solutions first reported a position in MLPX in Q1 2018 and held it in 10 quarters. The position peaked at $4.48M in Q2 2025. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 70,461 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $4.42M.
  • Dynamic Advisor Solutions first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2018 and held it in 10 quarters.
  • Dynamic Advisor Solutions's Global X MLP & Energy Infrastructure ETF position peaked at $4.48M in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.