Transamerica Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
21,120
-592
| -3% | -$40.3K | 0.13% | 152 |
|
|
2025
Q4 | $1.31M | Sell |
21,712
-606
| -3% | -$36.3K | 0.11% | 170 |
|
|
2025
Q3 | $1.4M | Buy |
22,318
+566
| +3% | +$34.6K | 0.12% | 131 |
|
|
2025
Q2 | $1.36M | Sell |
21,752
-6,699
| -24% | -$407K | 0.13% | 125 |
|
|
2025
Q1 | $1.82M | Buy |
28,451
+491
| +2% | +$30.9K | 0.19% | 112 |
|
|
2024
Q4 | $1.69M | Sell |
27,960
-5,094
| -15% | -$303K | 0.17% | 114 |
|
|
2024
Q3 | $1.8M | Sell |
33,054
-1,102
| -3% | -$58.2K | 0.18% | 114 |
|
|
2024
Q2 | $1.74M | Hold |
34,156
| – | – | 0.19% | 103 |
|
|
2024
Q1 | $1.67M | Buy |
34,156
+34,155
| +3,415,500% | +$1.56M | 0.17% | 111 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$42 | ﹤0.01% | 554 |
|
|
2020
Q3 | – | Sell |
-136
| Closed | -$4K | – | 377 |
|
|
2020
Q2 | $4K | Buy |
+136
| New | +$3.27K | ﹤0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-10,087
| Closed | -$392K | – | 375 |
|
|
2019
Q2 | $392K | Buy |
+10,087
| New | +$392K | 0.08% | 134 |
|
|
2019
Q1 | – | Sell |
-10,911
| Closed | -$358K | – | 334 |
|
|
2018
Q4 | $358K | Sell |
10,911
-540
| -5% | -$19.9K | 0.09% | 126 |
|
|
2018
Q3 | $459K | Sell |
11,451
-893
| -7% | -$36.6K | 0.1% | 126 |
|
|
2018
Q2 | $494K | Sell |
12,344
-6,837
| -36% | -$261K | 0.11% | 121 |
|
|
2018
Q1 | $678K | Buy |
19,181
+3,325
| +21% | +$131K | 0.1% | 159 |
|
|
2017
Q4 | $647K | Buy |
15,856
+929
| +6% | +$36.7K | 0.09% | 176 |
|
|
2017
Q3 | $618K | Buy |
+14,927
| New | +$613K | 0.08% | 177 |
|
|
2017
Q2 | – | Sell |
-7,698
| Closed | -$341K | – | 418 |
|
|
2017
Q1 | $341K | Buy |
7,698
+488
| +7% | +$21.7K | 0.04% | 200 |
|
|
2016
Q4 | $322K | Buy |
7,210
+3,803
| +112% | +$167K | 0.04% | 198 |
|
|
2016
Q3 | $156K | Sell |
3,407
-263
| -7% | -$11.3K | 0.02% | 223 |
|
|
2016
Q2 | $153K | Buy |
3,670
+3,551
| +2,984% | +$135K | 0.02% | 217 |
|
|
2016
Q1 | $5K | Sell |
119
-66
| -36% | -$2.07K | ﹤0.01% | 614 |
|
|
2015
Q4 | $7K | Sell |
185
-8,416
| -98% | -$339K | ﹤0.01% | 643 |
|
|
2015
Q3 | $350K | Buy |
8,601
+181
| +2% | +$8.72K | 0.03% | 248 |
|
|
2015
Q2 | $454K | Buy |
8,420
+244
| +3% | +$13.8K | 0.03% | 234 |
|
|
2015
Q1 | $461K | Sell |
8,176
-474
| -5% | -$25.9K | 0.03% | 238 |
|
|
2014
Q4 | $482K | Buy |
8,650
+384
| +5% | +$21.7K | 0.04% | 189 |
|
|
2014
Q3 | $494K | Buy |
8,266
+513
| +7% | +$30.7K | 0.04% | 160 |
|
|
2014
Q2 | $462K | Buy |
+7,753
| New | +$422K | 0.04% | 182 |
|
Other funds holding MLPX
RA
Transamerica Financial Advisors's MLPX Position: Q1 2026 in Review
Transamerica Financial Advisors reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 2.7% in Q1 2026, selling an estimated $40.3K and leaving 21,120 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #152.
Transamerica Financial Advisors first reported a position in MLPX in Q2 2014 and has held it in 36 quarters since. The position peaked at $1.82M in Q1 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.
- Transamerica Financial Advisors held 21,120 shares of Global X MLP & Energy Infrastructure ETF worth $1.56M as of Q1 2026.
- Transamerica Financial Advisors sold 592 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $40.3K.
- Global X MLP & Energy Infrastructure ETF made up 0.13% of Transamerica Financial Advisors's portfolio in Q1 2026, its #152 holding.
- Transamerica Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2014 and has held it in 36 quarters since.
- Transamerica Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.82M in Q1 2025.
- 339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.
Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.