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Glassman Wealth Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-100
Closed -$5.44K – 193
2024
Q3 		$5.44K Buy
+100
New +$5.28K ﹤0.01% 158

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Glassman Wealth Services's MLPX Position: Q4 2024 in Review

Glassman Wealth Services sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 100 shares — an estimated $5.44K sold.

Glassman Wealth Services first reported a position in MLPX in Q3 2024 and held it in 1 quarter. The position peaked at $5.44K in Q3 2024. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

  • Glassman Wealth Services reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 100 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $5.44K.
  • Glassman Wealth Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Glassman Wealth Services's Global X MLP & Energy Infrastructure ETF position peaked at $5.44K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.