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

Aspen 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
2024
Q1 		– Sell
-5,630
Closed -$251K – 80
2023
Q4 		$251K Buy
5,630
+392
+7% +$17K 0.18% 69
2023
Q3 		$225K Buy
+5,238
New +$223K 0.18% 68
2023
Q2 		– Sell
-5,135
Closed -$205K – 83
2023
Q1 		$205K Buy
5,135
+52
+1% +$2.12K 0.16% 75
2022
Q4 		$207K Buy
+5,083
New +$209K 0.17% 72

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Aspen Wealth Strategies's MLPX Position: Q1 2024 in Review

Aspen Wealth Strategies sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2024, closing a stake of 5,630 shares — an estimated $251K sold.

Aspen Wealth Strategies first reported a position in MLPX in Q4 2022 and held it in 4 quarters. The position peaked at $251K in Q4 2023. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

  • Aspen Wealth Strategies reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Aspen Wealth Strategies sold 5,630 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $251K.
  • Aspen Wealth Strategies first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2022 and held it in 4 quarters.
  • Aspen Wealth Strategies's Global X MLP & Energy Infrastructure ETF position peaked at $251K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on Aspen Wealth Strategies's 13F filing for Q1 2024, filed 13 May 2024.