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	$3K	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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IHT Wealth Management's MLPX Position: Q4 2024 in Review

IHT Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 7,080 shares — an estimated $385K sold.

IHT Wealth Management first reported a position in MLPX in Q1 2017 and held it in 9 quarters. The position peaked at $435K in Q2 2024. 270 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

IHT Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 7,080 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $385K.
IHT Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 9 quarters.
IHT Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $435K in Q2 2024.
270 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.