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

Global Retirement Partners’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 		$3.17M Sell
52,413
-8,494
-14% -$509K 0.06% 309
2025
Q3 		$3.82M Buy
60,907
+20,098
+49% +$1.23M 0.09% 212
2025
Q2 		$2.56M Buy
+40,809
New +$2.48M 0.06% 276
2024
Q4 		$2.86M Sell
47,247
-2,828
-6% -$168K 0.08% 232
2024
Q3 		$2.73M Buy
50,075
+17,352
+53% +$917K 0.08% 231
2024
Q2 		$1.67M Buy
32,723
+30,998
+1,797% +$1.53M 0.05% 301
2024
Q1 		$84.5K Sell
1,725
-342
-17% -$15.6K ﹤0.01% 1155
2023
Q4 		$91.8K Buy
2,067
+1,215
+143% +$52.8K ﹤0.01% 1089
2023
Q3 		$34.7K Sell
852
-615
-42% -$26.1K ﹤0.01% 1424
2023
Q2 		$61K Buy
1,467
+3
+0.2% +$120 ﹤0.01% 1180
2023
Q1 		$57.6K Buy
1,464
+1,184
+423% +$48.3K ﹤0.01% 1177
2022
Q4 		$11.4K Sell
280
-74
-21% -$3.05K ﹤0.01% 1730
2022
Q3 		$15K Sell
354
-99
-22% -$4.03K ﹤0.01% 1519
2022
Q2 		$17K Hold
453
– – ﹤0.01% 1415
2022
Q1 		$19K Buy
+453
New +$17.9K ﹤0.01% 1368
2021
Q4 		– Sell
-1,769
Closed -$63K – 1194
2021
Q3 		$63K Sell
1,769
-88
-5% -$3.05K 0.01% 776
2021
Q2 		$67K Buy
1,857
+17
+0.9% +$588 0.01% 749
2021
Q1 		$58K Buy
1,840
+99
+6% +$2.99K 0.01% 728
2020
Q4 		$47K Hold
1,741
– – 0.01% 746
2020
Q3 		$38K Hold
1,741
– – 0.01% 712
2020
Q2 		$43K Sell
1,741
-290
-14% -$6.96K 0.01% 679
2020
Q1 		$37K Buy
2,031
+400
+25% +$12.2K 0.01% 636
2019
Q4 		$60K Buy
1,631
+636
+64% +$22.3K 0.01% 602
2019
Q3 		$37K Sell
995
-30,366
-97% -$1.13M 0.01% 702
2019
Q2 		$1.22M Buy
31,361
+15,482
+97% +$602K 0.23% 88
2019
Q1 		$628K Sell
15,879
-3,041
-16% -$115K 0.15% 123
2018
Q4 		$620K Buy
18,920
+3,314
+21% +$122K 0.16% 127
2018
Q3 		$625K Buy
15,606
+1,769
+13% +$72.5K 0.14% 137
2018
Q2 		$553K Sell
13,837
-793
-5% -$30.3K 0.14% 153
2018
Q1 		$517K Buy
14,630
+2,926
+25% +$115K 0.14% 156
2017
Q4 		$477K Buy
11,704
+3,917
+50% +$155K 0.13% 147
2017
Q3 		$322K Buy
7,787
+1,138
+17% +$46.7K 0.13% 149
2017
Q2 		$275K Buy
6,649
+1,992
+43% +$83.9K 0.13% 154
2017
Q1 		$206K Buy
+4,657
New +$207K 0.12% 166

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

Global Retirement Partners's MLPX Position: Q4 2025 in Review

Global Retirement Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 14% in Q4 2025, selling an estimated $509K and leaving 52,413 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #309.

Global Retirement Partners first reported a position in MLPX in Q1 2017 and has held it in 34 quarters since. The position peaked at $3.82M in Q3 2025. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Global Retirement Partners held 52,413 shares of Global X MLP & Energy Infrastructure ETF worth $3.17M as of Q4 2025.
  • Global Retirement Partners sold 8,494 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $509K.
  • Global X MLP & Energy Infrastructure ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #309 holding.
  • Global Retirement Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3.82M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.