Phoenix Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Phoenix Financial’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	-3,285,750	Closed	-$199M	–	402
2024 Q4	$199M	Buy	3,285,750 +690,000	+27%	+$41M	2.72%	7
2024 Q3	$141M	Buy	2,595,750 +1,990,750	+329%	+$105M	2.09%	10
2024 Q2	$30.9M	Buy	+605,000	New	+$29.8M	0.47%	42
2023 Q1	–	Sell	-2,094,200	Closed	-$85.4M	–	319
2022 Q4	$85.4M	Buy	+2,094,200	New	+$86.2M	1.65%	19

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

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

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

Phoenix Financial's MLPX Position: Q1 2025 in Review

Phoenix Financial sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 3,285,750 shares — an estimated $199M sold.

Phoenix Financial first reported a position in MLPX in Q4 2022 and held it in 4 quarters. The position peaked at $199M in Q4 2024. 304 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

Phoenix Financial reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Phoenix Financial sold 3,285,750 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $199M.
Phoenix Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and held it in 4 quarters.
Phoenix Financial's Global X MLP & Energy Infrastructure ETF position peaked at $199M in Q4 2024.
304 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.