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

Cornerstone Wealth Group’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 Q4	–	Sell	-21,622	Closed	-$810K	–	144
2022 Q3	$810K	Sell	21,622 -2,953	-12%	-$120K	0.18%	83
2022 Q2	$937K	Sell	24,575 -2,516	-9%	-$106K	0.2%	83
2022 Q1	$1.16M	Sell	27,091 -1,320	-5%	-$52K	0.21%	100
2021 Q4	$1M	Buy	28,411 +7,007	+33%	+$258K	0.17%	96
2021 Q3	$768K	Buy	21,404 +603	+3%	+$20.9K	0.14%	104
2021 Q2	$691K	Sell	20,801 -10,689	-34%	-$370K	0.14%	100
2021 Q1	$1.01M	Buy	+31,490	New	+$951K	0.21%	104
2019 Q2	–	Sell	-140,369	Closed	-$5.55M	–	170
2019 Q1	$5.55M	Buy	+140,369	New	+$5.33M	1.39%	18

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

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

Cornerstone Wealth Group's MLPX Position: Q4 2022 in Review

Cornerstone Wealth Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2022, closing a stake of 21,622 shares — an estimated $810K sold.

Cornerstone Wealth Group first reported a position in MLPX in Q1 2019 and held it in 8 quarters. The position peaked at $5.55M in Q1 2019. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

Cornerstone Wealth Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
Cornerstone Wealth Group sold 21,622 Global X MLP & Energy Infrastructure ETF shares in Q4 2022, an estimated $810K.
Cornerstone Wealth Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 8 quarters.
Cornerstone Wealth Group's Global X MLP & Energy Infrastructure ETF position peaked at $5.55M in Q1 2019.
184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on Cornerstone Wealth Group's 13F filing for Q4 2022, filed 25 Jan 2023.