Mascoma Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Mascoma Wealth Management’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 Q2	–	Sell	-124	Closed	-$5.07K	–	551
2023 Q1	$5.07K	Hold	124	–	–	﹤0.01%	480
2022 Q4	$5.05K	Hold	124	–	–	﹤0.01%	488
2022 Q3	$5K	Sell	124 -484	-80%	-$19.7K	﹤0.01%	481
2022 Q2	$23K	Hold	608	–	–	0.01%	332
2022 Q1	$26K	Hold	608	–	–	0.01%	338
2021 Q4	$21K	Hold	608	–	–	0.01%	324
2021 Q3	$22K	Buy	+608	New	+$21.1K	0.01%	285
2021 Q2	–	Sell	-643	Closed	-$20K	–	322
2021 Q1	$20K	Buy	+643	New	+$19.4K	0.01%	292
2019 Q3	–	Sell	-36	Closed	-$1K	–	246
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	364
2019 Q1	$1K	Buy	+36	New	+$1.37K	﹤0.01%	375

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mascoma Wealth Management's MLPX Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2023, closing a stake of 124 shares — an estimated $5.07K sold.

Mascoma Wealth Management first reported a position in MLPX in Q1 2019 and held it in 10 quarters. The position peaked at $26K in Q1 2022. 182 funds tracked by Wall St. Rank hold MLPX as of Q2 2023.

Mascoma Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 124 Global X MLP & Energy Infrastructure ETF shares in Q2 2023, an estimated $5.07K.
Mascoma Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 10 quarters.
Mascoma Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $26K in Q1 2022.
182 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.