Focus Partners Wealth
MLPX icon

Focus Partners Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Focus Partners Wealth’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 		$14M Sell
189,897
-3,662
-2% -$249K 0.02% 611
2025
Q4 		$11.7M Buy
193,559
+14,793
+8% +$886K 0.01% 653
2025
Q3 		$11.2M Buy
178,766
+185
+0.1% +$11.3K 0.02% 534
2025
Q2 		$11.2M Sell
178,581
-5,004
-3% -$304K 0.02% 471
2025
Q1 		$11.7M Sell
183,585
-5,366
-3% -$338K 0.03% 444
2024
Q4 		$11.4M Buy
188,951
+63,650
+51% +$3.79M 0.03% 436
2024
Q3 		$3.22M Sell
125,301
-66,104
-35% -$3.49M 0.01% 666
2024
Q2 		$9.77M Buy
+191,405
New +$9.43M 0.03% 392

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return