RiverFront Investment Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

RiverFront Investment Group’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
2024 Q4	–	Sell	-5,280	Closed	-$287K	–	255
2024 Q3	$287K	Buy	+5,280	New	+$279K	0.01%	183
2024 Q1	–	Sell	-4,872	Closed	-$217K	–	136
2023 Q4	$217K	Buy	+4,872	New	+$212K	0.01%	111
2015 Q3	–	Sell	-1,389,000	Closed	-$74.8M	–	84
2015 Q2	$74.8M	Buy	1,389,000 +48,100	+4%	+$2.71M	2.05%	15
2015 Q1	$75.5M	Buy	1,340,900 +28,219	+2%	+$1.54M	2.12%	14
2014 Q4	$73M	Sell	1,312,681 -276,486	-17%	-$15.6M	2.22%	12
2014 Q3	$94.9M	Buy	1,589,167 +37,454	+2%	+$2.24M	2.35%	14
2014 Q2	$92.4M	Buy	1,551,713 +734,581	+90%	+$39.9M	2.29%	16
2014 Q1	$41.4M	Buy	817,132 +529,338	+184%	+$26.2M	1.1%	28
2013 Q4	$14.1M	Buy	287,794 +3,008	+1%	+$140K	0.41%	44
2013 Q3	$12.8M	Buy	+284,786	New	+$12.6M	0.39%	45

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

RiverFront Investment Group's MLPX Position: Q4 2024 in Review

RiverFront Investment Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 5,280 shares — an estimated $287K sold.

RiverFront Investment Group first reported a position in MLPX in Q3 2013 and held it in 10 quarters. The position peaked at $94.9M in Q3 2014. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

RiverFront Investment Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
RiverFront Investment Group sold 5,280 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $287K.
RiverFront Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2013 and held it in 10 quarters.
RiverFront Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $94.9M in Q3 2014.
267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on RiverFront Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.