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Oliver Lagore Vanvalin Investment Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q2 		– Sell
-75
Closed -$3K – 669
2022
Q1 		$3K Buy
+75
New +$2.96K ﹤0.01% 473

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MLPX Position: Q2 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MLPX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 162 funds tracked by Wall St. Rank hold MLPX as of Q2 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 75 Global X MLP & Energy Infrastructure ETF shares in Q2 2022, an estimated $3K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $3K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2022, filed 16 Aug 2022.