Coppell Advisory Solutions’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Coppell Advisory Solutions’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 Q3	–	Sell	-30	Closed	-$1.53K	–	1928
2024 Q2	$1.53K	Buy	+30	New	+$1.48K	﹤0.01%	1424
2023 Q4	$1.34K	Buy	+30	New	+$1.3K	﹤0.01%	1368
2023 Q3	–	Sell	-30	Closed	-$1.24K	–	1419
2023 Q2	$1.24K	Buy	+30	New	+$1.2K	﹤0.01%	1096

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Coppell Advisory Solutions's MLPX Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2024, closing a stake of 30 shares — an estimated $1.53K sold.

Coppell Advisory Solutions first reported a position in MLPX in Q2 2023 and held it in 3 quarters. The position peaked at $1.53K in Q2 2024. 228 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

Coppell Advisory Solutions reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 30 Global X MLP & Energy Infrastructure ETF shares in Q3 2024, an estimated $1.53K.
Coppell Advisory Solutions first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and held it in 3 quarters.
Coppell Advisory Solutions's Global X MLP & Energy Infrastructure ETF position peaked at $1.53K in Q2 2024.
228 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.