Evergreen Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Evergreen Capital Management’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
2026 Q1	$11.5M	Buy	155,878 +952	+0.6%	+$64.8K	0.25%	96
2025 Q4	$9.39M	Sell	154,926 -3,428	-2%	-$205K	0.21%	114
2025 Q3	$9.93M	Buy	158,354 +922	+0.6%	+$56.4K	0.24%	107
2025 Q2	$9.86M	Buy	157,432 +284	+0.2%	+$17.2K	0.3%	89
2025 Q1	$10M	Sell	157,148 -262,605	-63%	-$16.5M	0.34%	80
2024 Q4	$25.4M	Buy	+419,753	New	+$25M	0.83%	19
2024 Q3	–	Sell	-432,576	Closed	-$22.1M	–	1039
2024 Q2	$22.1M	Buy	+432,576	New	+$21.3M	0.8%	20
2024 Q1	–	Sell	-446,903	Closed	-$19.9M	–	905
2023 Q4	$19.9M	Buy	446,903 +7,902	+2%	+$343K	0.81%	18
2023 Q3	$18.6M	Buy	439,001 +1,978	+0.5%	+$84.1K	0.82%	17
2023 Q2	$18.2M	Buy	437,023 +6,532	+2%	+$262K	0.76%	19
2023 Q1	$17.2M	Buy	430,491 +28,445	+7%	+$1.16M	0.77%	19
2022 Q4	$16.4M	Buy	402,046 +2,597	+0.7%	+$107K	0.77%	22
2022 Q3	$15M	Sell	399,449 -57,746	-13%	-$2.35M	0.78%	26
2022 Q2	$17.4M	Sell	457,195 -28,436	-6%	-$1.2M	0.91%	19
2022 Q1	$20.7M	Buy	485,631 +9,422	+2%	+$371K	0.84%	20
2021 Q4	$16.8M	Buy	476,209 +37,669	+9%	+$1.39M	0.67%	29
2021 Q3	$15.7M	Buy	438,540 +71,559	+19%	+$2.48M	0.71%	29
2021 Q2	$13.3M	Buy	366,981 +9,269	+3%	+$321K	0.64%	34
2021 Q1	$11.3M	Sell	357,712 -111,552	-24%	-$3.37M	0.58%	40
2020 Q4	$12.6M	Sell	469,264 -118,294	-20%	-$3M	0.74%	27
2020 Q3	$13M	Buy	587,558 +43,490	+8%	+$1.08M	0.9%	22
2020 Q2	$13.5M	Buy	544,068 +15,999	+3%	+$384K	1.03%	25
2020 Q1	$9.73M	Buy	528,069 +258,711	+96%	+$7.88M	0.91%	30
2019 Q4	$9.92M	Buy	269,358 +257,264	+2,127%	+$9.04M	0.83%	27
2019 Q3	$446K	Buy	+12,094	New	+$449K	0.04%	242

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evergreen Capital Management's MLPX Position: Q1 2026 in Review

Evergreen Capital Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.61% in Q1 2026, buying an estimated $64.8K and bringing the position to 155,878 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #96.

Evergreen Capital Management first reported a position in MLPX in Q3 2019 and has held it in 25 quarters since. The position peaked at $25.4M in Q4 2024. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Evergreen Capital Management held 155,878 shares of Global X MLP & Energy Infrastructure ETF worth $11.5M as of Q1 2026.
Evergreen Capital Management bought 952 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $64.8K.
Global X MLP & Energy Infrastructure ETF made up 0.25% of Evergreen Capital Management's portfolio in Q1 2026, its #96 holding.
Evergreen Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and has held it in 25 quarters since.
Evergreen Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $25.4M in Q4 2024.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.