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Channel Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Channel Wealth’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
Q2 		– Sell
-5,110
Closed -$250K – 178
2024
Q1 		$250K Sell
5,110
-1,955
-28% -$89K 0.1% 149
2023
Q4 		$315K Hold
7,065
– – 0.15% 121
2023
Q3 		$299K Buy
7,065
+300
+4% +$12.8K 0.17% 117
2023
Q2 		$281K Buy
6,765
+139
+2% +$5.57K 0.16% 135
2023
Q1 		$265K Buy
+6,626
New +$270K 0.17% 144

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Channel Wealth's MLPX Position: Q2 2024 in Review

Channel Wealth sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2024, closing a stake of 5,110 shares — an estimated $250K sold.

Channel Wealth first reported a position in MLPX in Q1 2023 and held it in 5 quarters. The position peaked at $315K in Q4 2023. 201 funds tracked by Wall St. Rank hold MLPX as of Q2 2024.

  • Channel Wealth reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Channel Wealth sold 5,110 Global X MLP & Energy Infrastructure ETF shares in Q2 2024, an estimated $250K.
  • Channel Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and held it in 5 quarters.
  • Channel Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $315K in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2024.

Based on Channel Wealth's 13F filing for Q2 2024, filed 5 Aug 2024.