SFG Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

SFG Wealth Management’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
2026 Q1	–	Sell	-4,124	Closed	-$250K	–	120
2025 Q4	$250K	Buy	+4,124	New	+$247K	0.1%	118
2025 Q2	–	Sell	-10,545	Closed	-$673K	–	108
2025 Q1	$673K	Buy	+10,545	New	+$664K	0.33%	59
2023 Q3	–	Sell	-5,634	Closed	-$234K	–	105
2023 Q2	$234K	Sell	5,634 -9,881	-64%	-$396K	0.2%	81
2023 Q1	$620K	Buy	15,515 +37	+0.2%	+$1.51K	0.69%	26
2022 Q4	$631K	Buy	+15,478	New	+$637K	0.78%	27

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SFG Wealth Management's MLPX Position: Q1 2026 in Review

SFG Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2026, closing a stake of 4,124 shares — an estimated $250K sold.

SFG Wealth Management first reported a position in MLPX in Q4 2022 and held it in 5 quarters. The position peaked at $673K in Q1 2025. 340 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

SFG Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 4,124 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $250K.
SFG Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and held it in 5 quarters.
SFG Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $673K in Q1 2025.
340 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.