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Provence Wealth Management Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Provence Wealth Management 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
2023
Q4 		$3.17K Hold
71
– – ﹤0.01% 382
2023
Q3 		$3.01K Buy
+71
New +$3.02K ﹤0.01% 386

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $5.7B AUM 32.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Provence Wealth Management Group's MLPX Position: Q4 2023 in Review

Provence Wealth Management Group held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q4 2023 at 71 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Provence Wealth Management Group first reported a position in MLPX in Q3 2023 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold MLPX as of Q4 2023.

  • Provence Wealth Management Group held 71 shares of Global X MLP & Energy Infrastructure ETF worth $3.17K as of Q4 2023.
  • Provence Wealth Management Group left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q4 2023.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #382 holding.
  • Provence Wealth Management Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2023 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.