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

Transform 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 Q1	$3.09M	Sell	48,492 -5,615	-10%	-$354K	0.19%	92
2024 Q4	$3.28M	Sell	54,107 -11,348	-17%	-$675K	0.18%	99
2024 Q3	$3.56M	Buy	65,455 +34,148	+109%	+$1.8M	0.24%	81
2024 Q2	$1.6M	Sell	31,307 -869	-3%	-$42.8K	0.12%	104
2024 Q1	$1.58M	Sell	32,176 -1,719	-5%	-$78.3K	0.15%	106
2023 Q4	$1.51M	Sell	33,895 -2,001	-6%	-$86.9K	0.15%	117
2023 Q3	$1.52M	Buy	35,896 +15,370	+75%	+$654K	0.16%	111
2023 Q2	$853K	Sell	20,526 -2,330	-10%	-$93.4K	0.08%	147
2023 Q1	$913K	Sell	22,856 -12	-0.1%	-$489	0.09%	133
2022 Q4	$932K	Buy	+22,868	New	+$941K	0.1%	123
2022 Q3	–	Sell	-40,212	Closed	-$1.53M	–	195
2022 Q2	$1.53M	Sell	40,212 -1,684	-4%	-$70.9K	0.23%	83
2022 Q1	$1.79M	Sell	41,896 -1,993	-5%	-$78.6K	0.2%	92
2021 Q4	$1.55M	Sell	43,889 -67,450	-61%	-$2.49M	0.16%	92
2021 Q3	$4M	Buy	111,339 +38,306	+52%	+$1.33M	0.46%	67
2021 Q2	$2.65M	Sell	73,033 -4,368	-6%	-$151K	0.32%	82
2021 Q1	$2.45M	Buy	+77,401	New	+$2.34M	0.49%	70
2020 Q3	–	Sell	-31,254	Closed	-$778K	–	226
2020 Q2	$778K	Buy	31,254 +23,118	+284%	+$555K	0.13%	111
2020 Q1	$150K	Sell	8,136 -162	-2%	-$4.93K	0.03%	196
2019 Q4	$306K	Buy	8,298 +162	+2%	+$5.69K	0.05%	188
2019 Q3	$300K	Sell	8,136 -212,056	-96%	-$7.88M	0.05%	179
2019 Q2	$8.55M	Buy	+220,192	New	+$8.56M	1.26%	16

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 $1.09B AUM 11.58% 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

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

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

Transform Wealth's MLPX Position: Q1 2025 in Review

Transform Wealth reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 10% in Q1 2025, selling an estimated $354K and leaving 48,492 shares worth $3.09M. The position accounts for 0.19% of the portfolio, ranked #92.

Transform Wealth first reported a position in MLPX in Q2 2019 and has held it in 21 quarters since. The position peaked at $8.55M in Q2 2019. 304 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

Transform Wealth held 48,492 shares of Global X MLP & Energy Infrastructure ETF worth $3.09M as of Q1 2025.
Transform Wealth sold 5,615 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $354K.
Global X MLP & Energy Infrastructure ETF made up 0.19% of Transform Wealth's portfolio in Q1 2025, its #92 holding.
Transform Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and has held it in 21 quarters since.
Transform Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $8.55M in Q2 2019.
304 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.