Evergreen Capital Management
MLPX icon

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
Q3 		$11M Buy
157,278
+1,236
+0.8% +$92.2K 0.19% 112
2026
Q2 		$11.5M Buy
156,042
+164
+0.1% +$12.1K 0.2% 112
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 		$9.9M Buy
158,354
+922
+0.6% +$56.4K 0.24% 107
2025
Q2 		$9.9M 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 		$9.7M Buy
528,069
+258,711
+96% +$7.88M 0.91% 30
2019
Q4 		$9.9M 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

School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Evergreen Capital Management's MLPX Position: Q3 2026 in Review

Evergreen Capital Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.79% in Q3 2026, buying an estimated $92.2K and bringing the position to 157,278 shares worth $11M. The position accounts for 0.19% of the portfolio, ranked #112.

Evergreen Capital Management first reported a position in MLPX in Q3 2019 and has held it in 27 quarters since. The position peaked at $25.4M in Q4 2024. 105 funds tracked by Wall St. Rank hold MLPX as of Q3 2026.

  • Evergreen Capital Management held 157,278 shares of Global X MLP & Energy Infrastructure ETF worth $11M as of Q3 2026.
  • Evergreen Capital Management bought 1,236 Global X MLP & Energy Infrastructure ETF shares in Q3 2026, an estimated $92.2K.
  • Global X MLP & Energy Infrastructure ETF made up 0.19% of Evergreen Capital Management's portfolio in Q3 2026, its #112 holding.
  • Evergreen Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and has held it in 27 quarters since.
  • Evergreen Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $25.4M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.