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

Sonora Investment Management 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
2025
Q3 		$327K Buy
5,215
+880
+20% +$53.8K 0.02% 216
2025
Q2 		$272K Buy
4,335
+320
+8% +$19.4K 0.02% 231
2025
Q1 		$256K Sell
4,015
-25
-0.6% -$1.57K 0.02% 233
2024
Q4 		$245K Buy
+4,040
New +$240K 0.02% 240

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sonora Investment Management Group's MLPX Position: Q3 2025 in Review

Sonora Investment Management Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 20% in Q3 2025, buying an estimated $53.8K and bringing the position to 5,215 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #216.

Sonora Investment Management Group first reported a position in MLPX in Q4 2024 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Sonora Investment Management Group held 5,215 shares of Global X MLP & Energy Infrastructure ETF worth $327K as of Q3 2025.
  • Sonora Investment Management Group bought 880 Global X MLP & Energy Infrastructure ETF shares in Q3 2025, an estimated $53.8K.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #216 holding.
  • Sonora Investment Management Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2024 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.