Realta Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-330	Closed	-$16.8K	–	613
2024 Q2	$16.8K	Buy	330 +4	+1%	+$197	﹤0.01%	634
2024 Q1	$16K	Buy	+326	New	+$14.8K	﹤0.01%	662
2023 Q4	–	Sell	-312	Closed	-$13K	–	660
2023 Q3	$13K	Hold	312	–	–	﹤0.01%	656
2023 Q2	$13K	Buy	+312	New	+$12.5K	﹤0.01%	704
2023 Q1	–	Sell	-304	Closed	-$12.4K	–	674
2022 Q4	$12.4K	Buy	304 +4	+1%	+$165	﹤0.01%	695
2022 Q3	$11K	Buy	+300	New	+$12.2K	﹤0.01%	683

Other funds holding MLPX

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Realta Investment Advisors's MLPX Position: Q3 2024 in Review

Realta Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2024, closing a stake of 330 shares — an estimated $16.8K sold.

Realta Investment Advisors first reported a position in MLPX in Q3 2022 and held it in 6 quarters. The position peaked at $16.8K in Q2 2024. 228 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

Realta Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 330 Global X MLP & Energy Infrastructure ETF shares in Q3 2024, an estimated $16.8K.
Realta Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $16.8K in Q2 2024.
228 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.