CoreFirst Bank & Trust’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

CoreFirst Bank & Trust’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 Q4	–	Sell	-9,020	Closed	-$491K	–	356
2024 Q3	$491K	Sell	9,020 -13,968	-61%	-$738K	0.28%	73
2024 Q2	$1.17M	Sell	22,988 -110	-0.5%	-$5.42K	0.79%	35
2024 Q1	$1.13M	Buy	23,098 +265	+1%	+$12.1K	0.71%	36
2023 Q4	$1.02M	Buy	22,833 +2,733	+14%	+$119K	0.68%	37
2023 Q3	$852K	Buy	20,100 +1,575	+9%	+$67K	0.61%	42
2023 Q2	$770K	Buy	18,525 +1,825	+11%	+$73.1K	0.54%	44
2023 Q1	$667K	Buy	16,700 +12,715	+319%	+$519K	0.49%	53
2022 Q4	$162K	Buy	3,985 +2,515	+171%	+$104K	0.12%	147
2022 Q3	$55K	Buy	+1,470	New	+$59.8K	0.05%	209

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

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CoreFirst Bank & Trust's MLPX Position: Q4 2024 in Review

CoreFirst Bank & Trust sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 9,020 shares — an estimated $491K sold.

CoreFirst Bank & Trust first reported a position in MLPX in Q3 2022 and held it in 9 quarters. The position peaked at $1.17M in Q2 2024. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

CoreFirst Bank & Trust reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
CoreFirst Bank & Trust sold 9,020 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $491K.
CoreFirst Bank & Trust first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and held it in 9 quarters.
CoreFirst Bank & Trust's Global X MLP & Energy Infrastructure ETF position peaked at $1.17M in Q2 2024.
267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.