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

Engrave Wealth Partners’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
2023 Q4	$2.65M	Buy	59,282 +10,686	+22%	+$464K	0.76%	20
2023 Q3	$2.06M	Buy	48,596 +18,786	+63%	+$799K	0.63%	20
2023 Q2	$1.24M	Buy	29,810 +14,559	+95%	+$583K	0.39%	24
2023 Q1	$610K	Buy	15,251 +7,056	+86%	+$288K	0.21%	33
2022 Q4	$342K	Buy	8,195 +1,615	+25%	+$66.5K	0.12%	52
2022 Q3	$247K	Buy	6,580 +53	+0.8%	+$2.16K	0.12%	52
2022 Q2	$249K	Buy	+6,527	New	+$275K	0.11%	49

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Engrave Wealth Partners's MLPX Position: Q4 2023 in Review

Engrave Wealth Partners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 22% in Q4 2023, buying an estimated $464K and bringing the position to 59,282 shares worth $2.65M. The position accounts for 0.76% of the portfolio, ranked #20.

Engrave Wealth Partners first reported a position in MLPX in Q2 2022 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold MLPX as of Q4 2023.

Engrave Wealth Partners held 59,282 shares of Global X MLP & Energy Infrastructure ETF worth $2.65M as of Q4 2023.
Engrave Wealth Partners bought 10,686 Global X MLP & Energy Infrastructure ETF shares in Q4 2023, an estimated $464K.
Global X MLP & Energy Infrastructure ETF made up 0.76% of Engrave Wealth Partners's portfolio in Q4 2023, its #20 holding.
Engrave Wealth Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.