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

Lee 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
2024
Q1 		– Sell
-250
Closed -$11.2K – 565
2023
Q4 		$11.2K Hold
250
– – ﹤0.01% 407
2023
Q3 		$10.6K Hold
250
– – ﹤0.01% 403
2023
Q2 		$10.4K Hold
250
– – ﹤0.01% 404
2023
Q1 		$9.99K Hold
250
– – ﹤0.01% 416
2022
Q4 		$10.2K Hold
250
– – ﹤0.01% 458
2022
Q3 		$9K Hold
250
– – ﹤0.01% 460
2022
Q2 		$10K Buy
+250
New +$10.5K ﹤0.01% 451

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Lee Financial's MLPX Position: Q1 2024 in Review

Lee Financial sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2024, closing a stake of 250 shares — an estimated $11.2K sold.

Lee Financial first reported a position in MLPX in Q2 2022 and held it in 7 quarters. The position peaked at $11.2K in Q4 2023. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

  • Lee Financial reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 250 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $11.2K.
  • Lee Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Global X MLP & Energy Infrastructure ETF position peaked at $11.2K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.