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Stonebridge Financial Group (Pennsylvania)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-1,000
Closed -$63.8K – 648
2025
Q1 		$63.8K Buy
+1,000
New +$63K 0.01% 350

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

Stonebridge Financial Group (Pennsylvania)'s MLPX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 1,000 shares — an estimated $63.8K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MLPX in Q1 2025 and held it in 1 quarter. The position peaked at $63.8K in Q1 2025. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,000 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $63.8K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Global X MLP & Energy Infrastructure ETF position peaked at $63.8K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.