Gladstone Institutional Advisory’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Gladstone Institutional Advisory’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
2024 Q2	–	Sell	-5,040	Closed	-$247K	–	679
2024 Q1	$247K	Sell	5,040 -1,348	-21%	-$61.4K	0.01%	570
2023 Q4	$285K	Sell	6,388 -1,794	-22%	-$77.9K	0.02%	535
2023 Q3	$347K	Sell	8,182 -548	-6%	-$23.3K	0.02%	464
2023 Q2	$363K	Sell	8,730 -706	-7%	-$28.3K	0.02%	463
2023 Q1	$377K	Sell	9,436 -80	-0.8%	-$3.26K	0.02%	472
2022 Q4	$388K	Buy	+9,516	New	+$392K	0.03%	448
2019 Q3	–	Sell	-8,489	Closed	-$329K	–	295
2019 Q2	$329K	Buy	+8,489	New	+$330K	0.1%	187

Other funds holding MLPX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

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

Gladstone Institutional Advisory's MLPX Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2024, closing a stake of 5,040 shares — an estimated $247K sold.

Gladstone Institutional Advisory first reported a position in MLPX in Q2 2019 and held it in 7 quarters. The position peaked at $388K in Q4 2022. 201 funds tracked by Wall St. Rank hold MLPX as of Q2 2024.

Gladstone Institutional Advisory reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,040 Global X MLP & Energy Infrastructure ETF shares in Q2 2024, an estimated $247K.
Gladstone Institutional Advisory first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 7 quarters.
Gladstone Institutional Advisory's Global X MLP & Energy Infrastructure ETF position peaked at $388K in Q4 2022.
201 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.