Capital Investment Advisory Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Capital Investment Advisory Services’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	-674	Closed	-$28K	–	967
2023 Q2	$28K	Hold	674	–	–	﹤0.01%	665
2023 Q1	$26.9K	Hold	674	–	–	﹤0.01%	663
2022 Q4	$27.5K	Hold	674	–	–	﹤0.01%	675
2022 Q3	$25K	Buy	+674	New	+$27.4K	﹤0.01%	630

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

Capital Investment Advisory Services's MLPX Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2023, closing a stake of 674 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in MLPX in Q3 2022 and held it in 4 quarters. The position peaked at $28K in Q2 2023. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

Capital Investment Advisory Services reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 674 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $28K.
Capital Investment Advisory Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and held it in 4 quarters.
Capital Investment Advisory Services's Global X MLP & Energy Infrastructure ETF position peaked at $28K in Q2 2023.
176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.