OWA
MLPX icon

Outlook Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Outlook Wealth 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
-16,195
Closed -$1.02M – 308
2025
Q3 		$1.02M Sell
16,195
-1,575
-9% -$96.3K 0.25% 87
2025
Q2 		$1.11M Buy
17,770
+581
+3% +$35.3K 0.29% 66
2025
Q1 		$1.1M Buy
17,189
+3
+0% +$189 0.31% 60
2024
Q4 		$1.04M Sell
17,186
-577
-3% -$34.3K 0.3% 61
2024
Q3 		$967K Sell
17,763
-5,210
-23% -$275K 0.28% 69
2024
Q2 		$1.17M Sell
22,973
-337
-1% -$16.6K 0.37% 54
2024
Q1 		$1.14M Buy
23,310
+513
+2% +$23.4K 0.35% 57
2023
Q4 		$1.02M Buy
22,797
+670
+3% +$29.1K 0.36% 58
2023
Q3 		$938K Buy
22,127
+6
+0% +$255 0.36% 64
2023
Q2 		$920K Sell
22,121
-279
-1% -$11.2K 0.35% 66
2023
Q1 		$895K Sell
22,400
-375
-2% -$15.3K 0.4% 59
2022
Q4 		$928K Buy
22,775
+332
+1% +$13.7K 0.44% 53
2022
Q3 		$841K Sell
22,443
-955
-4% -$38.9K 0.38% 59
2022
Q2 		$892K Buy
23,398
+17,960
+330% +$757K 0.37% 67
2022
Q1 		$232K Buy
+5,438
New +$214K 0.08% 182

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Outlook Wealth Advisors's MLPX Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 16,195 shares — an estimated $1.02M sold.

Outlook Wealth Advisors first reported a position in MLPX in Q1 2022 and held it in 15 quarters. The position peaked at $1.17M in Q2 2024. 314 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Outlook Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 16,195 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $1.02M.
  • Outlook Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 15 quarters.
  • Outlook Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.17M in Q2 2024.
  • 314 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.