Independence Bank of Kentucky’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Independence Bank of Kentucky’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
2023 Q1	–	Sell	-95	Closed	-$4K	–	439
2022 Q4	$4K	Buy	+95	New	+$3.91K	﹤0.01%	398
2018 Q4	–	Sell	-42	Closed	-$2K	–	378
2018 Q3	$2K	Buy	+42	New	+$1.72K	﹤0.01%	353

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independence Bank of Kentucky's MLPX Position: Q1 2023 in Review

Independence Bank of Kentucky sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2023, closing a stake of 95 shares — an estimated $4K sold.

Independence Bank of Kentucky first reported a position in MLPX in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

Independence Bank of Kentucky reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 95 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $4K.
Independence Bank of Kentucky first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2018 and held it in 2 quarters.
Independence Bank of Kentucky's Global X MLP & Energy Infrastructure ETF position peaked at $4K in Q4 2022.
179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Independence Bank of Kentucky's 13F filing for Q1 2023, filed 6 Apr 2023.