Mount Yale Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Mount Yale Investment 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 Q4	–	Sell	-19,858	Closed	-$1.25M	–	776
2025 Q3	$1.25M	Buy	+19,858	New	+$1.21M	0.09%	242
2020 Q3	–	Sell	-11,740	Closed	-$292K	–	363
2020 Q2	$292K	Sell	11,740 -3,031	-21%	-$72.8K	0.05%	268
2020 Q1	$272K	Sell	14,771 -1,576	-10%	-$48K	0.06%	244
2019 Q4	$572K	Sell	16,347 -4,687	-22%	-$165K	0.1%	175
2019 Q3	$719K	Buy	21,034 +123	+0.6%	+$4.57K	0.13%	137
2019 Q2	$735K	Sell	20,911 -225	-1%	-$8.75K	0.14%	131
2019 Q1	$836K	Sell	21,136 -4,400	-17%	-$167K	0.16%	121
2018 Q4	$948K	Sell	25,536 -1,779	-7%	-$65.5K	0.19%	117
2018 Q3	$1.05M	Sell	27,315 -4,419	-14%	-$181K	0.18%	110
2018 Q2	$1.27M	Buy	+31,734	New	+$1.21M	0.24%	96

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mount Yale Investment Advisors's MLPX Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 19,858 shares — an estimated $1.25M sold.

Mount Yale Investment Advisors first reported a position in MLPX in Q2 2018 and held it in 10 quarters. The position peaked at $1.27M in Q2 2018. 313 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

Mount Yale Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 19,858 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $1.25M.
Mount Yale Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2018 and held it in 10 quarters.
Mount Yale Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.27M in Q2 2018.
313 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.