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

Plante Moran 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
2022
Q3 		– Sell
-174
Closed -$7K – 992
2022
Q2 		$7K Buy
+174
New +$7.33K ﹤0.01% 665
2019
Q2 		– Sell
-184
Closed -$7K – 821
2019
Q1 		$7K Buy
+184
New +$6.99K ﹤0.01% 600

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's MLPX Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2022, closing a stake of 174 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in MLPX in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 174 Global X MLP & Energy Infrastructure ETF shares in Q3 2022, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $7K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.