Burney Company’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Burney 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 Q3	–	Sell	-6,976	Closed	-$290K	–	585
2023 Q2	$290K	Sell	6,976 -51	-0.7%	-$2.04K	0.01%	492
2023 Q1	$281K	Sell	7,027 -20	-0.3%	-$816	0.01%	501
2022 Q4	$287K	Buy	7,047 +989	+16%	+$40.7K	0.01%	487
2022 Q3	$227K	Hold	6,058	–	–	0.01%	515
2022 Q2	$231K	Buy	+6,058	New	+$255K	0.01%	505

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Burney Company's MLPX Position: Q3 2023 in Review

Burney Company sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2023, closing a stake of 6,976 shares — an estimated $290K sold.

Burney Company first reported a position in MLPX in Q2 2022 and held it in 5 quarters. The position peaked at $290K in Q2 2023. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

Burney Company reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
Burney Company sold 6,976 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $290K.
Burney Company first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 5 quarters.
Burney Company's Global X MLP & Energy Infrastructure ETF position peaked at $290K in Q2 2023.
176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on Burney Company's 13F filing for Q3 2023, filed 8 Nov 2023.