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Beaird Harris Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Sell
-32
Closed -$1.57K – 772
2024
Q1 		$1.57K Buy
+32
New +$1.46K ﹤0.01% 497

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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

Beaird Harris Wealth Management's MLPX Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2024, closing a stake of 32 shares — an estimated $1.57K sold.

Beaird Harris Wealth Management first reported a position in MLPX in Q1 2024 and held it in 1 quarter. The position peaked at $1.57K in Q1 2024. 201 funds tracked by Wall St. Rank hold MLPX as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 32 Global X MLP & Energy Infrastructure ETF shares in Q2 2024, an estimated $1.57K.
  • Beaird Harris Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.57K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.