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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.19M Buy
33,203
+1,177
+4% +$40.8K 0.24% 108
2021
Q2
$1.16M Buy
32,026
+924
+3% +$32K 0.25% 109
2021
Q1
$983K Buy
+31,102
New +$939K 0.22% 120

Other funds holding MLPX

Cascadia Advisory Services's MLPX Position: Q3 2021 in Review

Cascadia Advisory Services increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.7% in Q3 2021, buying an estimated $40.8K and bringing the position to 33,203 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #108.

Cascadia Advisory Services first reported a position in MLPX in Q1 2021 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold MLPX as of Q3 2021.

  • Cascadia Advisory Services held 33,203 shares of Global X MLP & Energy Infrastructure ETF worth $1.19M as of Q3 2021.
  • Cascadia Advisory Services bought 1,177 Global X MLP & Energy Infrastructure ETF shares in Q3 2021, an estimated $40.8K.
  • Global X MLP & Energy Infrastructure ETF made up 0.24% of Cascadia Advisory Services's portfolio in Q3 2021, its #108 holding.
  • Cascadia Advisory Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.