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Laurel Wealth Advisors (California)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		– Sell
-55,012
Closed -$2.06M – 660
2022
Q3 		$2.06M Sell
55,012
-23,214
-30% -$945K 0.22% 106
2022
Q2 		$2.98M Buy
+78,226
New +$3.3M 0.3% 79

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
G
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

Laurel Wealth Advisors (California)'s MLPX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2022, closing a stake of 55,012 shares — an estimated $2.06M sold.

Laurel Wealth Advisors (California) first reported a position in MLPX in Q2 2022 and held it in 2 quarters. The position peaked at $2.98M in Q2 2022. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 55,012 Global X MLP & Energy Infrastructure ETF shares in Q4 2022, an estimated $2.06M.
  • Laurel Wealth Advisors (California) first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Global X MLP & Energy Infrastructure ETF position peaked at $2.98M in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.