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MW
MBL Wealth’s
Global X MLP & Energy Infrastructure ETF
MLPX
Stock Holding History
MBL Wealth’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
2026
Q1
$475K
Buy
6,430
+325
+5%
+$22.1K
0.04%
210
2025
Q4
$370K
Sell
6,105
-94
-2%
-$5.63K
0.03%
215
2025
Q3
$389K
Buy
6,199
+110
+2%
+$6.73K
0.03%
178
2025
Q2
$382K
Sell
6,089
-10
-0.2%
-$607
0.04%
167
2025
Q1
$389K
Sell
6,099
-25
-0.4%
-$1.57K
0.04%
155
2024
Q4
$371K
Sell
6,124
-600
-9%
-$35.7K
0.04%
151
2024
Q3
$366K
Buy
6,724
+154
+2%
+$8.13K
0.04%
147
2024
Q2
$335K
Hold
6,570
–
–
0.04%
151
2024
Q1
$322K
Hold
6,570
–
–
0.04%
149
2023
Q4
$293K
Buy
6,570
+15
+0.2%
+$652
0.04%
139
2023
Q3
$278K
Sell
6,555
-700
-10%
-$29.8K
0.04%
144
2023
Q2
$302K
Buy
7,255
+25
+0.3%
+$1K
0.04%
133
2023
Q1
$289K
Sell
7,230
-100
-1%
-$4.08K
0.05%
129
2022
Q4
$299K
Sell
7,330
-5,960
-45%
-$245K
0.06%
128
2022
Q3
$498K
Sell
13,290
-1,680
-11%
-$68.4K
0.11%
95
2022
Q2
$571K
Buy
14,970
+1,820
+14%
+$76.7K
0.14%
85
2022
Q1
$562K
Buy
+13,150
New
+$518K
0.14%
90
Other funds holding MLPX
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
RA
Rational Advisors
Huntington, New York
$980M AUM
9.86%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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