MBM Wealth Consultants’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-90	Closed	-$2K	–	265
2020 Q4	$2K	Hold	90	–	–	﹤0.01%	217
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	208
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	197
2020 Q1	$2K	Hold	90	–	–	﹤0.01%	185
2019 Q4	$3K	Sell	90 -30	-25%	-$1.05K	﹤0.01%	193
2019 Q3	$4K	Hold	120	–	–	﹤0.01%	187
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	187
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	187
2018 Q4	$4K	Buy	+120	New	+$4.42K	﹤0.01%	205

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

ECM

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

MBM Wealth Consultants's MLPX Position: Q1 2021 in Review

MBM Wealth Consultants sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2021, closing a stake of 90 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in MLPX in Q4 2018 and held it in 9 quarters. The position peaked at $5K in Q2 2019. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2021.

MBM Wealth Consultants reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
MBM Wealth Consultants sold 90 Global X MLP & Energy Infrastructure ETF shares in Q1 2021, an estimated $2K.
MBM Wealth Consultants first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 9 quarters.
MBM Wealth Consultants's Global X MLP & Energy Infrastructure ETF position peaked at $5K in Q2 2019.
117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2021.

Based on MBM Wealth Consultants's 13F filing for Q1 2021, filed 10 May 2021.