Cetera Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Cetera Advisors’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 Q1	$608K	Buy	12,417 +6,910	+125%	+$315K	﹤0.01%	1477
2023 Q4	$246K	Sell	5,507 -1,540	-22%	-$66.9K	﹤0.01%	1533
2023 Q3	$299K	Buy	7,047 +1,651	+31%	+$70.2K	﹤0.01%	1320
2023 Q2	$224K	Sell	5,396 -12,591	-70%	-$504K	﹤0.01%	1448
2023 Q1	$719K	Buy	17,987 +5,505	+44%	+$225K	0.01%	831
2022 Q4	$509K	Buy	12,482 +2,624	+27%	+$108K	0.01%	967
2022 Q3	$369K	Buy	9,858 +1,710	+21%	+$69.6K	0.01%	901
2022 Q2	$311K	Buy	+8,148	New	+$343K	0.01%	1030
2019 Q2	–	Sell	-2,654	Closed	-$105K	–	1151
2019 Q1	$105K	Buy	+2,654	New	+$101K	0.01%	887
2015 Q2	–	Sell	-6,431	Closed	-$363K	–	736
2015 Q1	$363K	Buy	6,431 +555	+9%	+$30.4K	0.03%	454
2014 Q4	$329K	Sell	5,876 -279	-5%	-$15.8K	0.03%	459
2014 Q3	$367K	Buy	6,155 +1,610	+35%	+$96.3K	0.03%	405
2014 Q2	$271K	Buy	4,545 +627	+16%	+$34.1K	0.03%	461
2014 Q1	$197K	Buy	+3,918	New	+$194K	0.03%	499

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Cetera Advisors's MLPX Position: Q1 2024 in Review

Cetera Advisors increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 125% in Q1 2024, buying an estimated $315K and bringing the position to 12,417 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Cetera Advisors first reported a position in MLPX in Q1 2014 and has held it in 14 quarters since. The position peaked at $719K in Q1 2023. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

Cetera Advisors held 12,417 shares of Global X MLP & Energy Infrastructure ETF worth $608K as of Q1 2024.
Cetera Advisors bought 6,910 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $315K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1477 holding.
Cetera Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2014 and has held it in 14 quarters since.
Cetera Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $719K in Q1 2023.
189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.