Atlas Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Atlas Financial Advisors’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 Q2	–	Sell	-14,723	Closed	-$588K	–	33
2023 Q1	$588K	Buy	14,723 +186	+1%	+$7.59K	0.79%	10
2022 Q4	$593K	Buy	+14,537	New	+$598K	0.82%	10
2022 Q3	–	Sell	-14,439	Closed	-$550K	–	18
2022 Q2	$550K	Buy	+14,439	New	+$608K	0.63%	10

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 $424B AUM 22.96% 1-Year Est. Return

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

Atlas Financial Advisors's MLPX Position: Q2 2023 in Review

Atlas Financial Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2023, closing a stake of 14,723 shares — an estimated $588K sold.

Atlas Financial Advisors first reported a position in MLPX in Q2 2022 and held it in 3 quarters. The position peaked at $593K in Q4 2022. 182 funds tracked by Wall St. Rank hold MLPX as of Q2 2023.

Atlas Financial Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Atlas Financial Advisors sold 14,723 Global X MLP & Energy Infrastructure ETF shares in Q2 2023, an estimated $588K.
Atlas Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 3 quarters.
Atlas Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $593K in Q4 2022.
182 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2023.

Based on Atlas Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.