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

Great Diamond 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
Q3 		– Sell
-33,056
Closed -$2.07M – 236
2025
Q2 		$2.07M Buy
33,056
+1,158
+4% +$70.3K 0.44% 66
2025
Q1 		$2.04M Buy
31,898
+364
+1% +$22.9K 0.56% 54
2024
Q4 		$1.91M Sell
31,534
-65
-0.2% -$3.87K 0.49% 61
2024
Q3 		$1.72M Sell
31,599
-3,331
-10% -$176K 0.44% 66
2024
Q2 		$1.78M Sell
34,930
-1,557
-4% -$76.7K 0.42% 65
2024
Q1 		$1.79M Buy
36,487
+265
+0.7% +$12.1K 0.41% 66
2023
Q4 		$1.62M Buy
36,222
+177
+0.5% +$7.69K 0.4% 66
2023
Q3 		$1.53M Buy
36,045
+910
+3% +$38.7K 0.41% 62
2023
Q2 		$1.46M Buy
35,135
+5,312
+18% +$213K 0.39% 69
2023
Q1 		$1.19M Buy
29,823
+2,958
+11% +$121K 0.35% 75
2022
Q4 		$1.1M Sell
26,865
-3,889
-13% -$160K 0.34% 68
2022
Q3 		$1.15M Buy
30,754
+168
+0.5% +$6.84K 0.39% 65
2022
Q2 		$1.17M Buy
30,586
+857
+3% +$36.1K 0.39% 61
2022
Q1 		$1.27M Buy
+29,729
New +$1.17M 0.35% 67

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Great Diamond Partners's MLPX Position: Q3 2025 in Review

Great Diamond Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 33,056 shares — an estimated $2.07M sold.

Great Diamond Partners first reported a position in MLPX in Q1 2022 and held it in 14 quarters. The position peaked at $2.07M in Q2 2025. 296 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Great Diamond Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Great Diamond Partners sold 33,056 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $2.07M.
  • Great Diamond Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 14 quarters.
  • Great Diamond Partners's Global X MLP & Energy Infrastructure ETF position peaked at $2.07M in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.