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Petix & Botte Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Petix & Botte Financial’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
2020
Q3 		– Sell
-11,990
Closed -$150K – 87
2020
Q2 		$150K Buy
11,990
+6,036
+101% +$145K 0.12% 79
2020
Q1 		$110K Sell
5,954
-689
-10% -$21K 0.11% 67
2019
Q4 		$245K Buy
+6,643
New +$233K 0.19% 70

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Wells Fargo
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Petix & Botte Financial's MLPX Position: Q3 2020 in Review

Petix & Botte Financial sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2020, closing a stake of 11,990 shares — an estimated $150K sold.

Petix & Botte Financial first reported a position in MLPX in Q4 2019 and held it in 3 quarters. The position peaked at $245K in Q4 2019. 96 funds tracked by Wall St. Rank hold MLPX as of Q3 2020.

  • Petix & Botte Financial reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2020 after selling out during the quarter.
  • Petix & Botte Financial sold 11,990 Global X MLP & Energy Infrastructure ETF shares in Q3 2020, an estimated $150K.
  • Petix & Botte Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 3 quarters.
  • Petix & Botte Financial's Global X MLP & Energy Infrastructure ETF position peaked at $245K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2020.

Based on Petix & Botte Financial's 13F filing for Q3 2020, filed 30 Oct 2020.