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

CreativeOne 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
2020
Q1 		– Sell
-9,090
Closed -$335K – 220
2019
Q4 		$335K Buy
+9,090
New +$319K 0.06% 152
2019
Q3 		– Sell
-10,199
Closed -$396K – 187
2019
Q2 		$396K Buy
+10,199
New +$397K 0.08% 102

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CreativeOne Wealth's MLPX Position: Q1 2020 in Review

CreativeOne Wealth sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 9,090 shares — an estimated $335K sold.

CreativeOne Wealth first reported a position in MLPX in Q2 2019 and held it in 2 quarters. The position peaked at $396K in Q2 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

  • CreativeOne Wealth reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • CreativeOne Wealth sold 9,090 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $335K.
  • CreativeOne Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 2 quarters.
  • CreativeOne Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $396K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on CreativeOne Wealth's 13F filing for Q1 2020, filed 14 May 2020.