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FineMark National Bank & Trust’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FineMark National Bank & Trust’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 		$334K Sell
5,514
-950
-15% -$56.9K 0.01% 370
2025
Q3 		$405K Sell
6,464
-4,754
-42% -$291K 0.01% 342
2025
Q2 		$703K Sell
11,218
-140
-1% -$8.5K 0.02% 261
2025
Q1 		$725K Buy
11,358
+6,518
+135% +$411K 0.03% 247
2024
Q4 		$293K Buy
+4,840
New +$288K 0.01% 355

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

FineMark National Bank & Trust's MLPX Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 15% in Q4 2025, selling an estimated $56.9K and leaving 5,514 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #370.

FineMark National Bank & Trust first reported a position in MLPX in Q4 2024 and has held it in 5 quarters since. The position peaked at $725K in Q1 2025. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • FineMark National Bank & Trust held 5,514 shares of Global X MLP & Energy Infrastructure ETF worth $334K as of Q4 2025.
  • FineMark National Bank & Trust sold 950 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $56.9K.
  • Global X MLP & Energy Infrastructure ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #370 holding.
  • FineMark National Bank & Trust first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 5 quarters since.
  • FineMark National Bank & Trust's Global X MLP & Energy Infrastructure ETF position peaked at $725K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.