Ahrens Investment Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$3.67M	Sell	91,748 -28,611	-24%	-$1.17M	1.82%	13
2022 Q4	$4.91M	Sell	120,359 -7,032	-6%	-$290K	2.23%	13
2022 Q3	$4.78M	Sell	127,391 -41,626	-25%	-$1.69M	2.52%	11
2022 Q2	$6.44M	Sell	169,017 -2,442	-1%	-$103K	2.84%	6
2022 Q1	$7.33M	Buy	171,459 +136,959	+397%	+$5.4M	2.31%	8
2021 Q4	$1.22M	Sell	34,500 -19,625	-36%	-$723K	0.54%	40
2021 Q3	$1.94M	Sell	54,125 -23,330	-30%	-$809K	0.93%	28
2021 Q2	$2.81M	Buy	77,455 +32,555	+73%	+$1.13M	1.3%	13
2021 Q1	$1.42M	Buy	+44,900	New	+$1.36M	0.72%	36

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ahrens Investment Partners's MLPX Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 24% in Q1 2023, selling an estimated $1.17M and leaving 91,748 shares worth $3.67M. The position accounts for 1.82% of the portfolio, ranked #13.

Ahrens Investment Partners first reported a position in MLPX in Q1 2021 and has held it in 9 quarters since. The position peaked at $7.33M in Q1 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

Ahrens Investment Partners held 91,748 shares of Global X MLP & Energy Infrastructure ETF worth $3.67M as of Q1 2023.
Ahrens Investment Partners sold 28,611 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $1.17M.
Global X MLP & Energy Infrastructure ETF made up 1.82% of Ahrens Investment Partners's portfolio in Q1 2023, its #13 holding.
Ahrens Investment Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and has held it in 9 quarters since.
Ahrens Investment Partners's Global X MLP & Energy Infrastructure ETF position peaked at $7.33M in Q1 2022.
179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.