Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Kovitz Investment Group 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 		– Sell
-4,971
Closed -$312K – 986
2025
Q3 		$312K Buy
+4,971
New +$304K ﹤0.01% 1189

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

Kovitz Investment Group Partners's MLPX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 4,971 shares — an estimated $312K sold.

Kovitz Investment Group Partners first reported a position in MLPX in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,971 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $312K.
  • Kovitz Investment Group Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Global X MLP & Energy Infrastructure ETF position peaked at $312K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.