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

GeoWealth 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 Q1	–	Sell	-2,498	Closed	-$151K	–	1515
2024 Q4	$151K	Sell	2,498 -2,498	-50%	-$149K	﹤0.01%	855
2024 Q3	$272K	Sell	4,996 -27,139	-84%	-$1.43M	0.01%	628
2024 Q2	$1.64M	Buy	32,135 +1,189	+4%	+$58.6K	0.07%	184
2024 Q1	$1.52M	Buy	30,946 +549	+2%	+$25K	0.06%	223
2023 Q4	$1.36M	Sell	30,397 -3,971	-12%	-$173K	0.11%	178
2023 Q3	$1.46M	Sell	34,368 -104	-0.3%	-$4.42K	0.17%	112
2023 Q2	$1.43M	Buy	34,472 +1,604	+5%	+$64.3K	0.15%	101
2023 Q1	$1.31M	Buy	+32,868	New	+$1.34M	0.15%	83
2019 Q4	–	Sell	-12,601	Closed	-$465K	–	161
2019 Q3	$465K	Buy	+12,601	New	+$468K	0.1%	107

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GeoWealth Management's MLPX Position: Q1 2025 in Review

GeoWealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 2,498 shares — an estimated $151K sold.

GeoWealth Management first reported a position in MLPX in Q3 2019 and held it in 9 quarters. The position peaked at $1.64M in Q2 2024. 302 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

GeoWealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,498 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $151K.
GeoWealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and held it in 9 quarters.
GeoWealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.64M in Q2 2024.
302 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.