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

McClarren Financial Advisors’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 Q3	–	Sell	-51	Closed	-$14K	–	316
2024 Q2	$14K	Sell	51 -235	-82%	-$11.6K	0.01%	234
2024 Q1	$14K	Sell	286 -198	-41%	-$9.02K	0.01%	228
2023 Q4	$22K	Buy	484 +7	+1%	+$304	0.02%	226
2023 Q3	$20K	Buy	477 +7	+1%	+$298	0.02%	218
2023 Q2	$19K	Buy	470 +7	+2%	+$280	0.02%	223
2023 Q1	$18K	Buy	463 +6	+1%	+$245	0.02%	216
2022 Q4	$18K	Buy	457 +6	+1%	+$247	0.02%	218
2022 Q3	$16K	Buy	+451	New	+$18.4K	0.02%	211

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

McClarren Financial Advisors's MLPX Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2024, closing a stake of 51 shares — an estimated $14K sold.

McClarren Financial Advisors first reported a position in MLPX in Q3 2022 and held it in 8 quarters. The position peaked at $22K in Q4 2023. 228 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

McClarren Financial Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
McClarren Financial Advisors sold 51 Global X MLP & Energy Infrastructure ETF shares in Q3 2024, an estimated $14K.
McClarren Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and held it in 8 quarters.
McClarren Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $22K in Q4 2023.
228 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.