IWM
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IHT Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

IHT Wealth Management’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
-7,080
Closed -$385K – 1163
2024
Q3 		$385K Sell
7,080
-1,443
-17% -$76.2K 0.01% 809
2024
Q2 		$435K Buy
+8,523
New +$420K 0.02% 676
2019
Q1 		– Sell
-8,166
Closed -$268K – 533
2018
Q4 		$268K Buy
8,166
+659
+9% +$24.3K 0.05% 356
2018
Q3 		$301K Buy
+7,507
New +$308K 0.07% 323
2018
Q2 		– Sell
-1,362
Closed -$47K – 993
2018
Q1 		$47K Sell
1,362
-222
-14% -$8.73K 0.01% 698
2017
Q4 		$67K Buy
1,584
+13
+0.8% +$513 0.02% 607
2017
Q3 		$65K Sell
1,571
-100
-6% -$4.11K 0.03% 448
2017
Q2 		$3 Buy
1,671
+1,435
+608% +$60.5K ﹤0.01% 1177
2017
Q1 		$10K Buy
+236
New +$10.5K 0.01% 844

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