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

Frontier Wealth 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 Q2	–	Sell	-5,000	Closed	-$217K	–	415
2022 Q1	$217K	Buy	+5,000	New	+$197K	﹤0.01%	365
2020 Q2	–	Sell	-16,494	Closed	-$304K	–	359
2020 Q1	$304K	Buy	16,494 +3,213	+24%	+$97.9K	0.05%	217
2019 Q4	$489K	Sell	13,281 -337	-2%	-$11.8K	0.08%	188
2019 Q3	$503K	Sell	13,618 -9,691	-42%	-$360K	0.07%	185
2019 Q2	$905K	Buy	23,309 +14,536	+166%	+$565K	0.13%	127
2019 Q1	$347K	Buy	8,773 +1,032	+13%	+$39.2K	0.05%	256
2018 Q4	$254K	Buy	+7,741	New	+$285K	0.04%	292

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Frontier Wealth Management's MLPX Position: Q2 2022 in Review

Frontier Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2022, closing a stake of 5,000 shares — an estimated $217K sold.

Frontier Wealth Management first reported a position in MLPX in Q4 2018 and held it in 7 quarters. The position peaked at $905K in Q2 2019. 162 funds tracked by Wall St. Rank hold MLPX as of Q2 2022.

Frontier Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 5,000 Global X MLP & Energy Infrastructure ETF shares in Q2 2022, an estimated $217K.
Frontier Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 7 quarters.
Frontier Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $905K in Q2 2019.
162 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.