Sweet Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sweet Financial Partners’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	$408K	Hold	7,500	–	–	0.09%	138
2024 Q2	$383K	Hold	7,500	–	–	0.09%	137
2024 Q1	$367K	Hold	7,500	–	–	0.08%	149
2023 Q4	$335K	Hold	7,500	–	–	0.08%	150
2023 Q3	$318K	Hold	7,500	–	–	0.08%	141
2023 Q2	$312K	Hold	7,500	–	–	0.08%	140
2023 Q1	$300K	Hold	7,500	–	–	0.08%	140
2022 Q4	$306K	Sell	7,500 -100	-1%	-$4.12K	0.09%	136
2022 Q3	$285K	Hold	7,600	–	–	0.09%	135
2022 Q2	$290K	Hold	7,600	–	–	0.09%	129
2022 Q1	$325K	Hold	7,600	–	–	0.09%	128
2021 Q4	$268K	Buy	+7,600	New	+$280K	0.11%	118

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Sweet Financial Partners's MLPX Position: Q3 2024 in Review

Sweet Financial Partners held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2024 at 7,500 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #138.

Sweet Financial Partners first reported a position in MLPX in Q4 2021 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold MLPX as of Q3 2024.

Sweet Financial Partners held 7,500 shares of Global X MLP & Energy Infrastructure ETF worth $408K as of Q3 2024.
Sweet Financial Partners left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2024.
Global X MLP & Energy Infrastructure ETF made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #138 holding.
Sweet Financial Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and has held it in 12 quarters since.
229 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.