SVB Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

SVB Wealth’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	-1,257	Closed	-$80.2K	–	1167
2025 Q1	$80.2K	Buy	+1,257	New	+$79.2K	﹤0.01%	453
2023 Q2	–	Sell	-9,635	Closed	-$385K	–	971
2023 Q1	$385K	Hold	9,635	–	–	0.01%	624
2022 Q4	$393K	Hold	9,635	–	–	0.01%	630
2022 Q3	$361K	Buy	+9,635	New	+$392K	0.01%	616

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SVB Wealth's MLPX Position: Q2 2025 in Review

SVB Wealth sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2025, closing a stake of 1,257 shares — an estimated $80.2K sold.

SVB Wealth first reported a position in MLPX in Q3 2022 and held it in 4 quarters. The position peaked at $393K in Q4 2022. 307 funds tracked by Wall St. Rank hold MLPX as of Q2 2025.

SVB Wealth reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,257 Global X MLP & Energy Infrastructure ETF shares in Q2 2025, an estimated $80.2K.
SVB Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and held it in 4 quarters.
SVB Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $393K in Q4 2022.
307 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.