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

Firestone 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	$560K	Sell	7,578 -62	-0.8%	-$4.22K	0.12%	99
2025 Q4	$462K	Buy	7,640 +700	+10%	+$41.9K	0.1%	106
2025 Q3	$435K	Hold	6,940	–	–	0.09%	105
2025 Q2	$435K	Sell	6,940 -502	-7%	-$30.5K	0.1%	102
2025 Q1	$475K	Sell	7,442 -422	-5%	-$26.6K	0.12%	87
2024 Q4	$476K	Hold	7,864	–	–	0.12%	94
2024 Q3	$428K	Buy	+7,864	New	+$415K	0.11%	96
2024 Q2	–	Sell	-7,864	Closed	-$385K	–	147
2024 Q1	$385K	Buy	+7,864	New	+$358K	0.11%	95
2023 Q4	–	Sell	-7,864	Closed	-$333K	–	133
2023 Q3	$333K	Hold	7,864	–	–	0.11%	89
2023 Q2	$328K	Buy	+7,864	New	+$315K	0.11%	92
2022 Q4	–	Sell	-8,480	Closed	-$318K	–	122
2022 Q3	$318K	Sell	8,480 -800	-9%	-$32.6K	0.13%	82
2022 Q2	$354K	Hold	9,280	–	–	0.14%	77
2022 Q1	$396K	Hold	9,280	–	–	0.13%	74
2021 Q4	$328K	Buy	+9,280	New	+$342K	0.1%	92
2020 Q3	–	Sell	-18,337	Closed	-$456K	–	441
2020 Q2	$456K	Sell	18,337 -4,981	-21%	-$120K	0.21%	57
2020 Q1	$430K	Sell	23,318 -1,633	-7%	-$49.7K	0.22%	51
2019 Q4	$919K	Buy	+24,951	New	+$876K	0.39%	44

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

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

Firestone Capital Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.81% in Q1 2026, selling an estimated $4.22K and leaving 7,578 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #99.

Firestone Capital Management first reported a position in MLPX in Q4 2019 and has held it in 17 quarters since. The position peaked at $919K in Q4 2019. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Firestone Capital Management held 7,578 shares of Global X MLP & Energy Infrastructure ETF worth $560K as of Q1 2026.
Firestone Capital Management sold 62 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $4.22K.
Global X MLP & Energy Infrastructure ETF made up 0.12% of Firestone Capital Management's portfolio in Q1 2026, its #99 holding.
Firestone Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and has held it in 17 quarters since.
Firestone Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $919K in Q4 2019.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.