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Bogart Wealth LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bogart Wealth LLC’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
2022
Q1 		– Sell
-50
Closed -$2K – 822
2021
Q4 		$2K Buy
+50
New +$1.84K ﹤0.01% 659
2020
Q1 		– Sell
-27,213
Closed -$1M – 447
2019
Q4 		$1M Buy
+27,213
New +$956K 0.32% 53

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bogart Wealth LLC's MLPX Position: Q1 2022 in Review

Bogart Wealth LLC sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in MLPX in Q4 2019 and held it in 2 quarters. The position peaked at $1M in Q4 2019. 157 funds tracked by Wall St. Rank hold MLPX as of Q1 2022.

  • Bogart Wealth LLC reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 50 Global X MLP & Energy Infrastructure ETF shares in Q1 2022, an estimated $2K.
  • Bogart Wealth LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 2 quarters.
  • Bogart Wealth LLC's Global X MLP & Energy Infrastructure ETF position peaked at $1M in Q4 2019.
  • 157 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.