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Smith, Moore & Co’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Smith, Moore & Co’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
-4,852
Closed -$304K – 539
2025
Q2 		$304K Sell
4,852
-176
-4% -$10.7K 0.03% 393
2025
Q1 		$321K Buy
+5,028
New +$317K 0.03% 365

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

Smith, Moore & Co's MLPX Position: Q3 2025 in Review

Smith, Moore & Co sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2025, closing a stake of 4,852 shares — an estimated $304K sold.

Smith, Moore & Co first reported a position in MLPX in Q1 2025 and held it in 2 quarters. The position peaked at $321K in Q1 2025. 293 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Smith, Moore & Co reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 4,852 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $304K.
  • Smith, Moore & Co first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and held it in 2 quarters.
  • Smith, Moore & Co's Global X MLP & Energy Infrastructure ETF position peaked at $321K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.