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Sax Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sax Wealth 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
Q3 		– Sell
-4,005
Closed -$251K – 448
2025
Q2 		$251K Sell
4,005
-1,086
-21% -$66K 0.02% 370
2025
Q1 		$325K Buy
5,091
+395
+8% +$24.9K 0.02% 281
2024
Q4 		$284K Buy
4,696
+615
+15% +$36.6K 0.02% 274
2024
Q3 		$222K Buy
+4,081
New +$216K 0.02% 263

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 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

Sax Wealth Advisors's MLPX Position: Q3 2025 in Review

Sax Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 4,005 shares — an estimated $251K sold.

Sax Wealth Advisors first reported a position in MLPX in Q3 2024 and held it in 4 quarters. The position peaked at $325K in Q1 2025. 293 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Sax Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 4,005 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $251K.
  • Sax Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 4 quarters.
  • Sax Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $325K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Sax Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.