Krilogy Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Krilogy Financial’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	-29,775	Closed	-$1.21M	–	419
2022 Q4	$1.21M	Sell	29,775 -1,426	-5%	-$58.7K	0.12%	144
2022 Q3	$1.17M	Buy	31,201 +388	+1%	+$15.8K	0.14%	96
2022 Q2	$1.17M	Sell	30,813 -7,626	-20%	-$321K	0.14%	102
2022 Q1	$1.64M	Sell	38,439 -1,567	-4%	-$61.8K	0.17%	86
2021 Q4	$1.41M	Buy	40,006 +7,388	+23%	+$272K	0.14%	100
2021 Q3	$1.17M	Buy	32,618 +7,280	+29%	+$252K	0.12%	119
2021 Q2	$921K	Buy	+25,338	New	+$877K	0.09%	139

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 $4.62B AUM 25.58% 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

Krilogy Financial's MLPX Position: Q1 2023 in Review

Krilogy Financial sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2023, closing a stake of 29,775 shares — an estimated $1.21M sold.

Krilogy Financial first reported a position in MLPX in Q2 2021 and held it in 7 quarters. The position peaked at $1.64M in Q1 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

Krilogy Financial reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
Krilogy Financial sold 29,775 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $1.21M.
Krilogy Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2021 and held it in 7 quarters.
Krilogy Financial's Global X MLP & Energy Infrastructure ETF position peaked at $1.64M in Q1 2022.
179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Krilogy Financial's 13F filing for Q1 2023, filed 3 May 2023.