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Advisor OS’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Advisor OS’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
2022
Q1 		– Sell
-152,370
Closed -$5.38M – 232
2021
Q4 		$5.38M Buy
+152,370
New +$5.62M 1.1% 16

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor OS's MLPX Position: Q1 2022 in Review

Advisor OS sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2022, closing a stake of 152,370 shares — an estimated $5.38M sold.

Advisor OS first reported a position in MLPX in Q4 2021 and held it in 1 quarter. The position peaked at $5.38M in Q4 2021. 157 funds tracked by Wall St. Rank hold MLPX as of Q1 2022.

  • Advisor OS reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor OS sold 152,370 Global X MLP & Energy Infrastructure ETF shares in Q1 2022, an estimated $5.38M.
  • Advisor OS first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and held it in 1 quarter.
  • Advisor OS's Global X MLP & Energy Infrastructure ETF position peaked at $5.38M in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.