Financial Advocates Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Financial Advocates Investment Management’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
2021 Q3	–	Sell	-6,034	Closed	-$1.45M	–	771
2021 Q2	$1.45M	Buy	+6,034	New	+$209K	0.1%	251
2020 Q1	–	Sell	-5,001	Closed	-$184K	–	522
2019 Q4	$184K	Sell	5,001 -5,167	-51%	-$181K	0.02%	492
2019 Q3	$375K	Buy	10,168 +1,011	+11%	+$37.6K	0.04%	340
2019 Q2	$356K	Sell	9,157 -19	-0.2%	-$739	0.04%	345
2019 Q1	$364K	Buy	9,176 +1,590	+21%	+$60.4K	0.05%	328
2018 Q4	$249K	Sell	7,586 -11,960	-61%	-$441K	0.03%	374
2018 Q3	$784K	Buy	19,546 +2,798	+17%	+$115K	0.09%	221
2018 Q2	$662K	Sell	16,748 -9,081	-35%	-$347K	0.08%	227
2018 Q1	$912K	Sell	25,829 -951	-4%	-$37.4K	0.12%	180
2017 Q4	$1.09M	Buy	+26,780	New	+$1.06M	0.15%	150

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Financial Advocates Investment Management's MLPX Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2021, closing a stake of 6,034 shares — an estimated $1.45M sold.

Financial Advocates Investment Management first reported a position in MLPX in Q4 2017 and held it in 10 quarters. The position peaked at $1.45M in Q2 2021. 119 funds tracked by Wall St. Rank hold MLPX as of Q3 2021.

Financial Advocates Investment Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 6,034 Global X MLP & Energy Infrastructure ETF shares in Q3 2021, an estimated $1.45M.
Financial Advocates Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 10 quarters.
Financial Advocates Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.45M in Q2 2021.
119 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.