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

OneDigital 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	-12,721	Closed	-$798K	–	1565
2025 Q3	$798K	Sell	12,721 -129	-1%	-$7.89K	0.01%	748
2025 Q2	$805K	Sell	12,850 -3,771	-23%	-$229K	0.01%	715
2025 Q1	$1.06M	Buy	16,621 +6,724	+68%	+$424K	0.01%	589
2024 Q4	$599K	Buy	+9,897	New	+$589K	0.01%	813

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

OneDigital Investment Advisors's MLPX Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 12,721 shares — an estimated $798K sold.

OneDigital Investment Advisors first reported a position in MLPX in Q4 2024 and held it in 4 quarters. The position peaked at $1.06M in Q1 2025. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

OneDigital Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 12,721 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $798K.
OneDigital Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 4 quarters.
OneDigital Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.06M in Q1 2025.
314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

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