Core Wealth Advisors (Florida)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Core Wealth Advisors (Florida)’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	-724	Closed	-$35.5K	–	165
2024 Q1	$35.5K	Hold	724	–	–	0.01%	114
2023 Q4	$32.3K	Hold	724	–	–	0.01%	112
2023 Q3	$30.7K	Hold	724	–	–	0.01%	97
2023 Q2	$30.1K	Hold	724	–	–	0.01%	95
2023 Q1	$28.9K	Hold	724	–	–	0.01%	96
2022 Q4	$29.5K	Hold	724	–	–	0.01%	97
2022 Q3	$27K	Buy	724 +526	+266%	+$21.4K	0.02%	83
2022 Q2	$8K	Hold	198	–	–	﹤0.01%	153
2022 Q1	$8K	Sell	198 -1,360	-87%	-$53.6K	﹤0.01%	152
2021 Q4	$55K	Buy	1,558 +750	+93%	+$27.6K	0.03%	83
2021 Q3	$29K	Buy	808 +469	+138%	+$16.3K	0.02%	97
2021 Q2	$12K	Buy	+339	New	+$11.7K	0.01%	123

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MLPX Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2024, closing a stake of 724 shares — an estimated $35.5K sold.

Core Wealth Advisors (Florida) first reported a position in MLPX in Q2 2021 and held it in 12 quarters. The position peaked at $55K in Q4 2021. 201 funds tracked by Wall St. Rank hold MLPX as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 724 Global X MLP & Energy Infrastructure ETF shares in Q2 2024, an estimated $35.5K.
Core Wealth Advisors (Florida) first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2021 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s Global X MLP & Energy Infrastructure ETF position peaked at $55K in Q4 2021.
201 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.