Baldwin Wealth Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-600	Closed	-$25.4K	–	763
2023 Q3	$25.4K	Hold	600	–	–	﹤0.01%	485
2023 Q2	$24.9K	Hold	600	–	–	﹤0.01%	511
2023 Q1	$24K	Hold	600	–	–	﹤0.01%	526
2022 Q4	$24.5K	Hold	600	–	–	﹤0.01%	511
2022 Q3	$23K	Hold	600	–	–	﹤0.01%	433
2022 Q2	$23K	Hold	600	–	–	﹤0.01%	457
2022 Q1	$26K	Buy	+600	New	+$23.6K	﹤0.01%	447

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 $4.62B AUM 25.58% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baldwin Wealth Partners's MLPX Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2023, closing a stake of 600 shares — an estimated $25.4K sold.

Baldwin Wealth Partners first reported a position in MLPX in Q1 2022 and held it in 7 quarters. The position peaked at $26K in Q1 2022. 186 funds tracked by Wall St. Rank hold MLPX as of Q4 2023.

Baldwin Wealth Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 600 Global X MLP & Energy Infrastructure ETF shares in Q4 2023, an estimated $25.4K.
Baldwin Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 7 quarters.
Baldwin Wealth Partners's Global X MLP & Energy Infrastructure ETF position peaked at $26K in Q1 2022.
186 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.