Avestar Capital’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Avestar Capital’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
2020 Q1	–	Sell	-32,016	Closed	-$1.18M	–	185
2019 Q4	$1.18M	Sell	32,016 -6,136	-16%	-$215K	0.67%	38
2019 Q3	$1.41M	Buy	38,152 +396	+1%	+$14.7K	0.88%	25
2019 Q2	$1.44M	Buy	37,756 +2,119	+6%	+$82.4K	0.91%	20
2019 Q1	$1.39M	Buy	35,637 +22,725	+176%	+$863K	0.91%	20
2018 Q4	$415K	Sell	12,912 -33,166	-72%	-$1.22M	0.28%	62
2018 Q3	$1.82M	Buy	46,078 +9,468	+26%	+$388K	1.06%	25
2018 Q2	$1.44M	Buy	36,610 +35,166	+2,435%	+$1.34M	0.91%	26
2018 Q1	$50K	Sell	1,444 -2,742	-66%	-$108K	0.03%	252
2017 Q4	$192K	Buy	+4,186	New	+$165K	0.14%	81

Other funds holding MLPX

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return