Northwest Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Northwest Capital 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	–	Sell	-475	Closed	-$29.8K	–	178
2025 Q3	$29.8K	Hold	475	–	–	0.03%	144
2025 Q2	$29.8K	Hold	475	–	–	0.02%	196
2025 Q1	$30.3K	Hold	475	–	–	0.01%	226
2024 Q4	$28.8K	Hold	475	–	–	0.01%	224
2024 Q3	$25.9K	Hold	475	–	–	0.01%	238
2024 Q2	$24.2K	Hold	475	–	–	0.01%	235
2024 Q1	$23.3K	Hold	475	–	–	0.01%	296
2023 Q4	$21.2K	Hold	475	–	–	0.01%	297
2023 Q3	$20.1K	Hold	475	–	–	0.01%	286
2023 Q2	$19.7K	Buy	+475	New	+$19K	0.01%	299

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 $377B AUM 19.32% 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 $187B AUM 18.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northwest Capital Management's MLPX Position: Q4 2025 in Review

Northwest Capital Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 475 shares — an estimated $29.8K sold.

Northwest Capital Management first reported a position in MLPX in Q2 2023 and held it in 10 quarters. The position peaked at $30.3K in Q1 2025. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

Northwest Capital Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 475 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $29.8K.
Northwest Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $30.3K in Q1 2025.
311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.