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

Concord Wealth Partners’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
2022 Q3	–	Sell	-32	Closed	-$1K	–	736
2022 Q2	$1K	Sell	32 -11	-26%	-$463	﹤0.01%	1155
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	1109
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	1139
2021 Q3	$2K	Sell	43 -25	-37%	-$867	﹤0.01%	763
2021 Q2	$2K	Sell	68 -24	-26%	-$830	﹤0.01%	900
2021 Q1	$3K	Hold	92	–	–	﹤0.01%	767
2020 Q4	$2K	Buy	+92	New	+$2.33K	﹤0.01%	547

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Concord Wealth Partners's MLPX Position: Q3 2022 in Review

Concord Wealth Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in MLPX in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

Concord Wealth Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 32 Global X MLP & Energy Infrastructure ETF shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's Global X MLP & Energy Infrastructure ETF position peaked at $3K in Q1 2021.
164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.