Valeo Financial Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Valeo Financial 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
2021 Q1	–	Sell	-1	Closed	–	–	2124
2020 Q4	$0	Sell	1 -289	-100%	-$7.33K	﹤0.01%	1771
2020 Q3	$6K	Buy	290 +6	+2%	+$149	﹤0.01%	1214
2020 Q2	$7K	Sell	284 -568	-67%	-$13.6K	﹤0.01%	1407
2020 Q1	$17K	Buy	852 +14	+2%	+$426	﹤0.01%	935
2019 Q4	$31K	Buy	838 +283	+51%	+$9.94K	﹤0.01%	805
2019 Q3	$20K	Buy	555 +8	+1%	+$297	﹤0.01%	850
2019 Q2	$21K	Buy	547 +7	+1%	+$272	﹤0.01%	831
2019 Q1	$21K	Buy	540 +9	+2%	+$342	﹤0.01%	777
2018 Q4	$17K	Buy	531 +7	+1%	+$258	﹤0.01%	753
2018 Q3	$18K	Buy	524 +6	+1%	+$246	﹤0.01%	804
2018 Q2	$21K	Buy	518 +6	+1%	+$229	﹤0.01%	747
2018 Q1	$18K	Buy	512 +6	+1%	+$236	﹤0.01%	744
2017 Q4	$21K	Buy	+506	New	+$20K	﹤0.01%	656

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's MLPX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2021, closing a stake of 1 share.

Valeo Financial Advisors first reported a position in MLPX in Q4 2017 and held it in 13 quarters. The position peaked at $31K in Q4 2019. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2021.

Valeo Financial Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1 Global X MLP & Energy Infrastructure ETF share in Q1 2021.
Valeo Financial Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 13 quarters.
Valeo Financial Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $31K in Q4 2019.
117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.