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

Menlo 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
Q2 		$6.31M Sell
100,697
-1,695
-2% -$103K 3.4% 13
2025
Q1 		$6.53M Buy
102,392
+20,990
+26% +$1.32M 3.11% 12
2024
Q4 		$4.93M Hold
81,402
– – 2.51% 16
2024
Q3 		$4.43M Buy
81,402
+75,597
+1,302% +$3.99M 2.28% 16
2024
Q2 		$296K Buy
+5,805
New +$286K 0.16% 27

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 $1.09B AUM 11.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Menlo Advisors's MLPX Position: Q2 2025 in Review

Menlo Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.7% in Q2 2025, selling an estimated $103K and leaving 100,697 shares worth $6.31M. The position accounts for 3.4% of the portfolio, ranked #13.

Menlo Advisors first reported a position in MLPX in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.53M in Q1 2025. 308 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Menlo Advisors held 100,697 shares of Global X MLP & Energy Infrastructure ETF worth $6.31M as of Q2 2025.
  • Menlo Advisors sold 1,695 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $103K.
  • Global X MLP & Energy Infrastructure ETF made up 3.4% of Menlo Advisors's portfolio in Q2 2025, its #13 holding.
  • Menlo Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 5 quarters since.
  • Menlo Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $6.53M in Q1 2025.
  • 308 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.