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

Bright Futures 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
Q4 		– Sell
-14,065
Closed -$801K – 188
2024
Q3 		$801K Buy
14,065
+1,426
+11% +$75.3K 0.39% 85
2024
Q2 		$655K Buy
12,639
+666
+6% +$32.8K 0.35% 83
2024
Q1 		$609K Buy
+11,973
New +$545K 0.33% 86

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Bright Futures Wealth Management's MLPX Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 14,065 shares — an estimated $801K sold.

Bright Futures Wealth Management first reported a position in MLPX in Q1 2024 and held it in 3 quarters. The position peaked at $801K in Q3 2024. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 14,065 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $801K.
  • Bright Futures Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $801K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.