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

BKM 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
Q1 		– Sell
-417
Closed -$18.6K – 409
2023
Q4 		$18.6K Buy
+417
New +$18.1K 0.01% 388

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

BKM Wealth Management's MLPX Position: Q1 2024 in Review

BKM Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2024, closing a stake of 417 shares — an estimated $18.6K sold.

BKM Wealth Management first reported a position in MLPX in Q4 2023 and held it in 1 quarter. The position peaked at $18.6K in Q4 2023. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

  • BKM Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 417 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $18.6K.
  • BKM Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $18.6K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.