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Kowal Investment Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-119
Closed -$4K – 614
2021
Q3 		$4K Buy
+119
New +$4.13K ﹤0.01% 702

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Kowal Investment Group's MLPX Position: Q4 2021 in Review

Kowal Investment Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2021, closing a stake of 119 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in MLPX in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 133 funds tracked by Wall St. Rank hold MLPX as of Q4 2021.

  • Kowal Investment Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 119 Global X MLP & Energy Infrastructure ETF shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $4K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.