Strategic Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Strategic Asset Management’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	$12K	Hold	333	–	–	0.02%	338
2022 Q2	$13K	Hold	333	–	–	0.02%	343
2022 Q1	$14K	Hold	333	–	–	0.02%	331
2021 Q4	$12K	Hold	333	–	–	0.02%	349
2021 Q3	$12K	Buy	+333	New	+$11.5K	0.02%	311

Other funds holding MLPX

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Strategic Asset Management's MLPX Position: Q3 2022 in Review

Strategic Asset Management held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2022 at 333 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #338.

Strategic Asset Management first reported a position in MLPX in Q3 2021 and has held it in 5 quarters since. The position peaked at $14K in Q1 2022. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

Strategic Asset Management held 333 shares of Global X MLP & Energy Infrastructure ETF worth $12K as of Q3 2022.
Strategic Asset Management left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2022.
Global X MLP & Energy Infrastructure ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #338 holding.
Strategic Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $14K in Q1 2022.
164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.