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

Perennial 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
Q1 		– Sell
-4,570
Closed -$277K – 458
2024
Q4 		$277K Buy
+4,570
New +$272K 0.03% 311

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors's MLPX Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 4,570 shares — an estimated $277K sold.

Perennial Investment Advisors first reported a position in MLPX in Q4 2024 and held it in 1 quarter. The position peaked at $277K in Q4 2024. 302 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,570 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $277K.
  • Perennial Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $277K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.