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Legacy Capital Group California’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Legacy Capital Group California’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
-3,517
Closed -$213K – 341
2024
Q4 		$213K Sell
3,517
-969
-22% -$57.6K 0.06% 309
2024
Q3 		$244K Buy
+4,486
New +$237K 0.08% 271

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Capital Group California's MLPX Position: Q1 2025 in Review

Legacy Capital Group California sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 3,517 shares — an estimated $213K sold.

Legacy Capital Group California first reported a position in MLPX in Q3 2024 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 302 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

  • Legacy Capital Group California reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 3,517 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $213K.
  • Legacy Capital Group California first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Group California's Global X MLP & Energy Infrastructure ETF position peaked at $244K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.