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

AJ Wealth Strategies’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 Q3	–	Sell	-8,635	Closed	-$329K	–	318
2022 Q2	$329K	Hold	8,635	–	–	0.02%	231
2022 Q1	$369K	Hold	8,635	–	–	0.02%	232
2021 Q4	$305K	Hold	8,635	–	–	0.01%	248
2021 Q3	$310K	Hold	8,635	–	–	0.02%	237
2021 Q2	$314K	Hold	8,635	–	–	0.02%	223
2021 Q1	$273K	Buy	+8,635	New	+$261K	0.02%	221

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ECM

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AJ Wealth Strategies's MLPX Position: Q3 2022 in Review

AJ Wealth Strategies sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2022, closing a stake of 8,635 shares — an estimated $329K sold.

AJ Wealth Strategies first reported a position in MLPX in Q1 2021 and held it in 6 quarters. The position peaked at $369K in Q1 2022. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

AJ Wealth Strategies reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
AJ Wealth Strategies sold 8,635 Global X MLP & Energy Infrastructure ETF shares in Q3 2022, an estimated $329K.
AJ Wealth Strategies first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and held it in 6 quarters.
AJ Wealth Strategies's Global X MLP & Energy Infrastructure ETF position peaked at $369K in Q1 2022.
164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.