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Johnson Financial Group Inc (Wisconsin)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-1,864
Closed -$101K – 933
2024
Q3 		$101K Hold
1,864
– – ﹤0.01% 446
2024
Q2 		$95.2K Hold
1,864
– – ﹤0.01% 382
2024
Q1 		$91.3K Hold
1,864
– – ﹤0.01% 364
2023
Q4 		$83.2K Hold
1,864
– – ﹤0.01% 400
2023
Q3 		$79K Buy
+1,864
New +$79.3K 0.01% 336

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Royal Bank of Canada
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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

Johnson Financial Group Inc (Wisconsin)'s MLPX Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 1,864 shares — an estimated $101K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MLPX in Q3 2023 and held it in 5 quarters. The position peaked at $101K in Q3 2024. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,864 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $101K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2023 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Global X MLP & Energy Infrastructure ETF position peaked at $101K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.