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

Connectus 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
Q1 		$9.24M Buy
188,513
+920
+0.5% +$41.9K 0.25% 89
2023
Q4 		$8.37M Sell
187,593
-3,280
-2% -$142K 0.17% 124
2023
Q3 		$8.09M Buy
190,873
+1,194
+0.6% +$50.8K 0.18% 124
2023
Q2 		$7.88M Buy
+189,679
New +$7.6M 0.18% 112

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Connectus Wealth's MLPX Position: Q1 2024 in Review

Connectus Wealth increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 0.49% in Q1 2024, buying an estimated $41.9K and bringing the position to 188,513 shares worth $9.24M. The position accounts for 0.25% of the portfolio, ranked #89.

Connectus Wealth first reported a position in MLPX in Q2 2023 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

  • Connectus Wealth held 188,513 shares of Global X MLP & Energy Infrastructure ETF worth $9.24M as of Q1 2024.
  • Connectus Wealth bought 920 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $41.9K.
  • Global X MLP & Energy Infrastructure ETF made up 0.25% of Connectus Wealth's portfolio in Q1 2024, its #89 holding.
  • Connectus Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.