GYL Financial Synergies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

GYL Financial Synergies’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	$240K	Hold	4,414	–	–	0.02%	330
2024 Q2	$225K	Sell	4,414 -80	-2%	-$3.94K	0.02%	340
2024 Q1	$220K	Sell	4,494 -500	-10%	-$22.8K	0.02%	350
2023 Q4	$223K	Sell	4,994 -1,370	-22%	-$59.5K	0.02%	338
2023 Q3	$270K	Hold	6,364	–	–	0.03%	283
2023 Q2	$265K	Hold	6,364	–	–	0.02%	293
2023 Q1	$254K	Buy	+6,364	New	+$260K	0.03%	251

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

GYL Financial Synergies's MLPX Position: Q3 2024 in Review

GYL Financial Synergies held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2024 at 4,414 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #330.

GYL Financial Synergies first reported a position in MLPX in Q1 2023 and has held it in 7 quarters since. The position peaked at $270K in Q3 2023. 229 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

GYL Financial Synergies held 4,414 shares of Global X MLP & Energy Infrastructure ETF worth $240K as of Q3 2024.
GYL Financial Synergies left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2024.
Global X MLP & Energy Infrastructure ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #330 holding.
GYL Financial Synergies first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's Global X MLP & Energy Infrastructure ETF position peaked at $270K in Q3 2023.
229 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.