Clare Market Investments’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Clare Market Investments’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 Q2	–	Sell	-5,127	Closed	-$205K	–	136
2023 Q1	$205K	Sell	5,127 -2,843	-36%	-$116K	0.09%	116
2022 Q4	$325K	Sell	7,970 -1,143	-13%	-$47.1K	0.15%	86
2022 Q3	$342K	Sell	9,113 -6,569	-42%	-$267K	0.15%	95
2022 Q2	$598K	Buy	15,682 +7,357	+88%	+$310K	0.26%	51
2022 Q1	$356K	Buy	+8,325	New	+$328K	0.11%	112

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clare Market Investments's MLPX Position: Q2 2023 in Review

Clare Market Investments sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2023, closing a stake of 5,127 shares — an estimated $205K sold.

Clare Market Investments first reported a position in MLPX in Q1 2022 and held it in 5 quarters. The position peaked at $598K in Q2 2022. 182 funds tracked by Wall St. Rank hold MLPX as of Q2 2023.

Clare Market Investments reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Clare Market Investments sold 5,127 Global X MLP & Energy Infrastructure ETF shares in Q2 2023, an estimated $205K.
Clare Market Investments first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 5 quarters.
Clare Market Investments's Global X MLP & Energy Infrastructure ETF position peaked at $598K in Q2 2022.
182 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2023.

Based on Clare Market Investments's 13F filing for Q2 2023, filed 20 Feb 2025.