Institute for Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Institute for 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
2020 Q2	–	Sell	-3,333	Closed	-$61K	–	437
2020 Q1	$61K	Buy	+3,333	New	+$102K	0.02%	397
2019 Q2	–	Sell	-3,333	Closed	-$132K	–	488
2019 Q1	$132K	Hold	3,333	–	–	0.03%	430
2018 Q4	$109K	Buy	+3,333	New	+$123K	0.04%	257
2018 Q1	–	Sell	-3,333	Closed	-$136K	–	349
2017 Q4	$136K	Buy	+3,333	New	+$132K	0.03%	369
2017 Q3	–	Sell	-3,333	Closed	-$138K	–	337
2017 Q2	$138K	Buy	+3,333	New	+$140K	0.04%	392

Other funds holding MLPX

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Royal Bank of Canada

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management

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