SCM
MLPX icon

Sunbeam Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sunbeam Capital 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
2025
Q4 		– Sell
-11,497
Closed -$721K – 106
2025
Q3 		$721K Hold
11,497
– – 0.45% 46
2025
Q2 		$720K Buy
+11,497
New +$698K 0.55% 40

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Sunbeam Capital Management's MLPX Position: Q4 2025 in Review

Sunbeam Capital Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2025, closing a stake of 11,497 shares — an estimated $721K sold.

Sunbeam Capital Management first reported a position in MLPX in Q2 2025 and held it in 2 quarters. The position peaked at $721K in Q3 2025. 312 funds tracked by Wall St. Rank hold MLPX as of Q4 2025.

  • Sunbeam Capital Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbeam Capital Management sold 11,497 Global X MLP & Energy Infrastructure ETF shares in Q4 2025, an estimated $721K.
  • Sunbeam Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2025 and held it in 2 quarters.
  • Sunbeam Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $721K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2025.

Based on Sunbeam Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.