Icon Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Icon Wealth Advisors’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	–	Sell	-2,000	Closed	-$125K	–	478
2025 Q3	$125K	Hold	2,000	–	–	0.01%	461
2025 Q2	$125K	Hold	2,000	–	–	0.01%	462
2025 Q1	$128K	Hold	2,000	–	–	0.01%	436
2024 Q4	$121K	Hold	2,000	–	–	0.01%	464
2024 Q3	$109K	Buy	+2,000	New	+$106K	0.01%	464

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Icon Wealth Advisors's MLPX Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 2,000 shares — an estimated $125K sold.

Icon Wealth Advisors first reported a position in MLPX in Q3 2024 and held it in 5 quarters. The position peaked at $128K in Q1 2025. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

Icon Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,000 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $125K.
Icon Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 5 quarters.
Icon Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $128K in Q1 2025.
314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.