Graves Light Lenhart Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Graves Light Lenhart Wealth’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	-983	Closed	-$42K	–	668
2022 Q1	$42K	Hold	983	–	–	0.01%	371
2021 Q4	$35K	Buy	+983	New	+$36.2K	0.01%	458

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

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

ECM

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

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

Graves Light Lenhart Wealth's MLPX Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2022, closing a stake of 983 shares — an estimated $42K sold.

Graves Light Lenhart Wealth first reported a position in MLPX in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 162 funds tracked by Wall St. Rank hold MLPX as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 983 Global X MLP & Energy Infrastructure ETF shares in Q2 2022, an estimated $42K.
Graves Light Lenhart Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and held it in 2 quarters.
Graves Light Lenhart Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $42K in Q1 2022.
162 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.