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

Next Financial Group’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 Q4	$22K	Buy	629 +296	+89%	+$10.9K	﹤0.01%	1846
2021 Q3	$12K	Buy	333 +203	+156%	+$7.04K	﹤0.01%	1985
2021 Q2	$4K	Buy	130 +118	+983%	+$4.08K	﹤0.01%	2263
2021 Q1	$0	Buy	+12	New	+$362	﹤0.01%	2599
2017 Q3	–	Sell	-133	Closed	-$6K	–	1880
2017 Q2	$6K	Hold	133	–	–	﹤0.01%	1499
2017 Q1	$6K	Hold	133	–	–	﹤0.01%	1458
2016 Q4	$6K	Buy	+133	New	+$5.86K	﹤0.01%	1857

Other funds holding MLPX

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Next Financial Group's MLPX Position: Q4 2021 in Review

Next Financial Group increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 89% in Q4 2021, buying an estimated $10.9K and bringing the position to 629 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Next Financial Group first reported a position in MLPX in Q4 2016 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold MLPX as of Q4 2021.

Next Financial Group held 629 shares of Global X MLP & Energy Infrastructure ETF worth $22K as of Q4 2021.
Next Financial Group bought 296 Global X MLP & Energy Infrastructure ETF shares in Q4 2021, an estimated $10.9K.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1846 holding.
Next Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2016 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.