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

Prospera Financial Services’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
-27,790
Closed -$1.74M – 1410
2025
Q3 		$1.74M Buy
27,790
+54
+0.2% +$3.3K 0.03% 511
2025
Q2 		$1.74M Sell
27,736
-188
-0.7% -$11.4K 0.03% 501
2025
Q1 		$1.78M Buy
27,924
+4
+0% +$252 0.04% 411
2024
Q4 		$1.69M Sell
27,920
-5,351
-16% -$318K 0.04% 401
2024
Q3 		$1.81M Buy
33,271
+386
+1% +$20.4K 0.05% 354
2024
Q2 		$1.68M Buy
32,885
+147
+0.4% +$7.24K 0.05% 373
2024
Q1 		$1.6M Buy
32,738
+375
+1% +$17.1K 0.05% 380
2023
Q4 		$1.44M Sell
32,363
-842
-3% -$36.6K 0.05% 379
2023
Q3 		$1.41M Sell
33,205
-121
-0.4% -$5.14K 0.05% 343
2023
Q2 		$1.39M Sell
33,326
-1,349
-4% -$54K 0.05% 336
2023
Q1 		$1.39M Buy
34,675
+520
+2% +$21.2K 0.06% 334
2022
Q4 		$1.39M Buy
34,155
+1,993
+6% +$82.1K 0.07% 289
2022
Q3 		$1.21M Sell
32,162
-89
-0.3% -$3.62K 0.06% 330
2022
Q2 		$1.23M Buy
32,251
+1,946
+6% +$82K 0.06% 325
2022
Q1 		$1.29M Buy
30,305
+399
+1% +$15.7K 0.05% 363
2021
Q4 		$1.06M Buy
29,906
+387
+1% +$14.3K 0.05% 398
2021
Q3 		$1.06M Buy
29,519
+3,670
+14% +$127K 0.05% 352
2021
Q2 		$940K Buy
25,849
+359
+1% +$12.4K 0.05% 391
2021
Q1 		$805K Buy
25,490
+10,525
+70% +$318K 0.05% 378
2020
Q4 		$404K Buy
+14,965
New +$380K 0.03% 458
2020
Q2 		– Sell
-6,422
Closed -$118K – 592
2020
Q1 		$118K Buy
+6,422
New +$196K 0.01% 492

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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Prospera Financial Services's MLPX Position: Q4 2025 in Review

Prospera Financial Services sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 27,790 shares — an estimated $1.74M sold.

Prospera Financial Services first reported a position in MLPX in Q1 2020 and held it in 21 quarters. The position peaked at $1.81M in Q3 2024. 311 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Prospera Financial Services reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 27,790 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $1.74M.
  • Prospera Financial Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and held it in 21 quarters.
  • Prospera Financial Services's Global X MLP & Energy Infrastructure ETF position peaked at $1.81M in Q3 2024.
  • 311 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.