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Fulcrum Equity Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Fulcrum Equity 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
2025
Q3 		– Sell
-13,972
Closed -$875K – 114
2025
Q2 		$875K Sell
13,972
-1,682
-11% -$102K 0.9% 28
2025
Q1 		$999K Sell
15,654
-3,303
-17% -$208K 1.09% 25
2024
Q4 		$1.15M Sell
18,957
-2,480
-12% -$148K 1.14% 30
2024
Q3 		$1.17M Buy
+21,437
New +$1.13M 0.99% 28

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 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

Fulcrum Equity Management's MLPX Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 13,972 shares — an estimated $875K sold.

Fulcrum Equity Management first reported a position in MLPX in Q3 2024 and held it in 4 quarters. The position peaked at $1.17M in Q3 2024. 293 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 13,972 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $875K.
  • Fulcrum Equity Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 4 quarters.
  • Fulcrum Equity Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.17M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.