Financial Partners Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Financial Partners Capital 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
2022 Q4	$247K	Hold	6,064	–	–	0.06%	107
2022 Q3	$227K	Hold	6,064	–	–	0.05%	112
2022 Q2	$231K	Sell	6,064 -165	-3%	-$6.95K	0.05%	114
2022 Q1	$266K	Sell	6,229 -701	-10%	-$27.6K	0.05%	113
2021 Q4	$245K	Hold	6,930	–	–	0.04%	115
2021 Q3	$249K	Sell	6,930 -860	-11%	-$29.8K	0.05%	107
2021 Q2	$283K	Hold	7,790	–	–	0.05%	101
2021 Q1	$246K	Sell	7,790 -85,630	-92%	-$2.59M	0.05%	103
2020 Q4	$2.52M	Buy	+93,420	New	+$2.37M	0.57%	40

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

Financial Partners Capital Management's MLPX Position: Q4 2022 in Review

Financial Partners Capital Management held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q4 2022 at 6,064 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #107.

Financial Partners Capital Management first reported a position in MLPX in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2020. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

Financial Partners Capital Management held 6,064 shares of Global X MLP & Energy Infrastructure ETF worth $247K as of Q4 2022.
Financial Partners Capital Management left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q4 2022.
Global X MLP & Energy Infrastructure ETF made up 0.06% of Financial Partners Capital Management's portfolio in Q4 2022, its #107 holding.
Financial Partners Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 9 quarters since.
Financial Partners Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $2.52M in Q4 2020.
184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.