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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

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

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return