Merit Financial Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Merit Financial Group’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	–	Sell	-3,441	Closed	-$220K	–	1729
2025 Q1	$220K	Buy	+3,441	New	+$217K	﹤0.01%	1251
2019 Q4	–	Sell	-15,893	Closed	-$586K	–	243
2019 Q3	$586K	Sell	15,893 -11,445	-42%	-$425K	0.06%	76
2019 Q2	$1.06M	Sell	27,338 -1,518	-5%	-$59K	0.12%	31
2019 Q1	$1.14M	Buy	+28,856	New	+$1.1M	0.14%	30

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Merit Financial Group's MLPX Position: Q2 2025 in Review

Merit Financial Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 3,441 shares — an estimated $220K sold.

Merit Financial Group first reported a position in MLPX in Q1 2019 and held it in 4 quarters. The position peaked at $1.14M in Q1 2019. 310 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

Merit Financial Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Merit Financial Group sold 3,441 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $220K.
Merit Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 4 quarters.
Merit Financial Group's Global X MLP & Energy Infrastructure ETF position peaked at $1.14M in Q1 2019.
310 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.