S.A. Mason’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

S.A. Mason’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 Q3	–	Sell	-570	Closed	-$35.7K	–	317
2025 Q2	$35.7K	Hold	570	–	–	0.02%	306
2025 Q1	$36.4K	Hold	570	–	–	0.02%	295
2024 Q4	$34.5K	Hold	570	–	–	0.02%	293
2024 Q3	$31K	Hold	570	–	–	0.02%	288
2024 Q2	$29.1K	Hold	570	–	–	0.02%	280
2024 Q1	$27.9K	Hold	570	–	–	0.02%	273
2023 Q4	$25.4K	Hold	570	–	–	0.02%	274
2023 Q3	$24.2K	Hold	570	–	–	0.02%	277
2023 Q2	$22.8K	Hold	570	–	–	0.02%	281
2023 Q1	$22.8K	Hold	570	–	–	0.02%	281
2022 Q4	$23.2K	Hold	570	–	–	0.02%	282
2022 Q3	$21K	Hold	570	–	–	0.02%	287
2022 Q2	$22K	Hold	570	–	–	0.02%	294
2022 Q1	$24K	Buy	570 +47	+9%	+$1.85K	0.02%	298
2021 Q4	$18K	Hold	523	–	–	0.01%	296
2021 Q3	$19K	Hold	523	–	–	0.01%	292
2021 Q2	$19K	Hold	523	–	–	0.01%	294
2021 Q1	$17K	Buy	+523	New	+$15.8K	0.01%	287
2020 Q2	–	Sell	-500	Closed	-$9K	–	355
2020 Q1	$9K	Hold	500	–	–	0.01%	321
2019 Q4	$18K	Buy	+500	New	+$17.6K	0.02%	302

Other funds holding MLPX

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

Annandale Capital Dallas, Texas $709M AUM 11.03% 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 $980M AUM 9.86% 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

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

S.A. Mason's MLPX Position: Q3 2025 in Review

S.A. Mason sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 570 shares — an estimated $35.7K sold.

S.A. Mason first reported a position in MLPX in Q4 2019 and held it in 20 quarters. The position peaked at $36.4K in Q1 2025. 293 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

S.A. Mason reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 570 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $35.7K.
S.A. Mason first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 20 quarters.
S.A. Mason's Global X MLP & Energy Infrastructure ETF position peaked at $36.4K in Q1 2025.
293 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.