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MGB Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

MGB Wealth Management’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 		$6.49K Buy
107
+1
+0.9% +$60 ﹤0.01% 301
2025
Q3 		$6.65K Sell
106
-197
-65% -$12K ﹤0.01% 302
2025
Q2 		$19K Sell
303
-189
-38% -$11.5K 0.01% 284
2025
Q1 		$31.4K Buy
492
+29
+6% +$1.83K 0.01% 259
2024
Q4 		$28K Buy
+463
New +$27.5K 0.01% 252

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MGB Wealth Management's MLPX Position: Q4 2025 in Review

MGB Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.94% in Q4 2025, buying an estimated $60 and bringing the position to 107 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

MGB Wealth Management first reported a position in MLPX in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.4K in Q1 2025. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • MGB Wealth Management held 107 shares of Global X MLP & Energy Infrastructure ETF worth $6.49K as of Q4 2025.
  • MGB Wealth Management bought 1 Global X MLP & Energy Infrastructure ETF share in Q4 2025, an estimated $60.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #301 holding.
  • MGB Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 5 quarters since.
  • MGB Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $31.4K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.