OPTFSNA
MLPX icon

Old Point Trust & Financial Services N A’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Old Point Trust & Financial Services N A’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
-63
Closed -$4.02K – 345
2025
Q1 		$4.02K Hold
63
– – ﹤0.01% 320
2024
Q4 		$3.81K Buy
+63
New +$3.75K ﹤0.01% 312

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Old Point Trust & Financial Services N A's MLPX Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 63 shares — an estimated $4.02K sold.

Old Point Trust & Financial Services N A first reported a position in MLPX in Q4 2024 and held it in 2 quarters. The position peaked at $4.02K in Q1 2025. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 63 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $4.02K.
  • Old Point Trust & Financial Services N A first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Global X MLP & Energy Infrastructure ETF position peaked at $4.02K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.