Benjamin F. Edwards & Company’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-14	Closed	-$1K	–	1864
2022 Q4	$1K	Sell	14 -3,021	-100%	-$124K	﹤0.01%	1791
2022 Q3	$114K	Sell	3,035 -39	-1%	-$1.59K	0.01%	822
2022 Q2	$117K	Hold	3,074	–	–	0.01%	817
2022 Q1	$131K	Buy	3,074 +3,008	+4,558%	+$119K	0.01%	801
2021 Q4	$2K	Hold	66	–	–	﹤0.01%	1638
2021 Q3	$2K	Hold	66	–	–	﹤0.01%	1639
2021 Q2	$2K	Buy	+66	New	+$2.28K	﹤0.01%	1630

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $202B AUM 37.79% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's MLPX Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in MLPX in Q2 2021 and held it in 7 quarters. The position peaked at $131K in Q1 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 14 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2021 and held it in 7 quarters.
Benjamin F. Edwards & Company's Global X MLP & Energy Infrastructure ETF position peaked at $131K in Q1 2022.
179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.