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

Stonegate Investment 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 		$726K Hold
11,580
– – 0.02% 212
2025
Q2 		$726K Hold
11,580
– – 0.02% 199
2025
Q1 		$739K Hold
11,580
– – 0.02% 183
2024
Q4 		$701K Buy
11,580
+3,580
+45% +$213K 0.02% 181
2024
Q3 		$435K Sell
8,000
-4,900
-38% -$259K 0.01% 246
2024
Q2 		$659K Buy
+12,900
New +$635K 0.02% 199

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 $1.09B AUM 11.58% 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

Stonegate Investment Group's MLPX Position: Q3 2025 in Review

Stonegate Investment Group held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2025 at 11,580 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #212.

Stonegate Investment Group first reported a position in MLPX in Q2 2024 and has held it in 6 quarters since. The position peaked at $739K in Q1 2025. 294 funds tracked by Wall St. Rank hold MLPX as of Q3 2025.

  • Stonegate Investment Group held 11,580 shares of Global X MLP & Energy Infrastructure ETF worth $726K as of Q3 2025.
  • Stonegate Investment Group left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2025.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #212 holding.
  • Stonegate Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $739K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.