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SWMG LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

SWMG LLC’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
Q4 		– Sell
-6,511
Closed -$244K – 83
2022
Q3 		$244K Buy
+6,511
New +$265K 0.16% 65
2022
Q1 		$367K Sell
8,592
-5,094
-37% -$201K 0.2% 54
2021
Q4 		$483K Sell
13,686
-2,025
-13% -$74.6K 0.26% 53
2021
Q3 		$564K Sell
15,711
-5,155
-25% -$179K 0.33% 48
2021
Q2 		$758K Sell
20,866
-2,270
-10% -$78.5K 0.45% 39
2021
Q1 		$731K Sell
23,136
-853
-4% -$25.8K 0.5% 37
2020
Q4 		$677K Buy
+23,989
New +$609K 0.5% 36

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 22.96% 1-Year Est. Return

SWMG LLC's MLPX Position: Q4 2022 in Review

SWMG LLC sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2022, closing a stake of 6,511 shares — an estimated $244K sold.

SWMG LLC first reported a position in MLPX in Q4 2020 and held it in 7 quarters. The position peaked at $758K in Q2 2021. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

  • SWMG LLC reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • SWMG LLC sold 6,511 Global X MLP & Energy Infrastructure ETF shares in Q4 2022, an estimated $244K.
  • SWMG LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and held it in 7 quarters.
  • SWMG LLC's Global X MLP & Energy Infrastructure ETF position peaked at $758K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on SWMG LLC's 13F filing for Q4 2022, filed 14 Feb 2023.