Tennessee Valley Asset Management Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Tennessee Valley Asset Management 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 Q1	–	Sell	-53	Closed	-$2.37K	–	493
2023 Q4	$2.37K	Buy	+53	New	+$2.3K	﹤0.01%	640
2020 Q3	–	Sell	-9,543	Closed	-$237K	–	65
2020 Q2	$237K	Sell	9,543 -45	-0.5%	-$1.08K	0.15%	52
2020 Q1	$177K	Sell	9,588 -1,175	-11%	-$35.8K	0.13%	51
2019 Q4	$397K	Sell	10,763 -1,204	-10%	-$42.3K	0.25%	36
2019 Q3	$442K	Sell	11,967 -3,778	-24%	-$140K	0.32%	31
2019 Q2	$611K	Sell	15,745 -373	-2%	-$14.5K	0.46%	28
2019 Q1	$638K	Sell	16,118 -2,246	-12%	-$85.3K	0.55%	25
2018 Q4	$602K	Buy	+18,364	New	+$677K	0.69%	24

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

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

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

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Tennessee Valley Asset Management Partners's MLPX Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2024, closing a stake of 53 shares — an estimated $2.37K sold.

Tennessee Valley Asset Management Partners first reported a position in MLPX in Q4 2018 and held it in 8 quarters. The position peaked at $638K in Q1 2019. 189 funds tracked by Wall St. Rank hold MLPX as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 53 Global X MLP & Energy Infrastructure ETF shares in Q1 2024, an estimated $2.37K.
Tennessee Valley Asset Management Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 8 quarters.
Tennessee Valley Asset Management Partners's Global X MLP & Energy Infrastructure ETF position peaked at $638K in Q1 2019.
189 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.