GI
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Gradient Investments’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2,465
Closed -$126K – 913
2024
Q2 		$126K Hold
2,465
– – ﹤0.01% 369
2024
Q1 		$121K Sell
2,465
-221
-8% -$10.1K ﹤0.01% 340
2023
Q4 		$120K Hold
2,686
– – ﹤0.01% 400
2023
Q3 		$114K Hold
2,686
– – ﹤0.01% 372
2023
Q2 		$112K Buy
2,686
+159
+6% +$6.37K ﹤0.01% 387
2023
Q1 		$101K Hold
2,527
– – ﹤0.01% 374
2022
Q4 		$103K Sell
2,527
-1,812
-42% -$74.6K ﹤0.01% 387
2022
Q3 		$163K Sell
4,339
-83
-2% -$3.38K 0.01% 306
2022
Q2 		$169K Sell
4,422
-734
-14% -$30.9K ﹤0.01% 308
2022
Q1 		$220K Hold
5,156
– – 0.01% 281
2021
Q4 		$182K Hold
5,156
– – ﹤0.01% 290
2021
Q3 		$185K Sell
5,156
-150
-3% -$5.2K 0.01% 291
2021
Q2 		$193K Buy
5,306
+5,148
+3,258% +$178K 0.01% 287
2021
Q1 		$5K Hold
158
– – ﹤0.01% 887
2020
Q4 		$3K Hold
158
– – ﹤0.01% 892
2020
Q3 		$3K Hold
158
– – ﹤0.01% 898
2020
Q2 		$4K Buy
158
+50
+46% +$1.2K ﹤0.01% 783
2020
Q1 		$2K Hold
108
– – ﹤0.01% 927
2019
Q4 		$4K Hold
108
– – ﹤0.01% 854
2019
Q3 		$4K Sell
108
-38
-26% -$1.41K ﹤0.01% 830
2019
Q2 		$6K Buy
146
+38
+35% +$1.48K ﹤0.01% 746
2019
Q1 		$4K Hold
108
– – ﹤0.01% 673
2018
Q4 		$4K Buy
108
+25
+30% +$921 ﹤0.01% 743
2018
Q3 		$3K Buy
+83
New +$3.4K ﹤0.01% 809

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Gradient Investments's MLPX Position: Q3 2024 in Review

Gradient Investments sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2024, closing a stake of 2,465 shares — an estimated $126K sold.

Gradient Investments first reported a position in MLPX in Q3 2018 and held it in 24 quarters. The position peaked at $220K in Q1 2022. 229 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

  • Gradient Investments reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2,465 Global X MLP & Energy Infrastructure ETF shares in Q3 2024, an estimated $126K.
  • Gradient Investments first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2018 and held it in 24 quarters.
  • Gradient Investments's Global X MLP & Energy Infrastructure ETF position peaked at $220K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.