Wealth Management Resources’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Wealth Management Resources’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
2023 Q2	–	Sell	-137,218	Closed	-$5.49M	–	43
2023 Q1	$5.49M	Buy	137,218 +4,139	+3%	+$169K	3.38%	15
2022 Q4	$5.42M	Buy	133,079 +1,041	+0.8%	+$42.9K	3.52%	15
2022 Q3	$4.95M	Buy	132,038 +5,682	+4%	+$231K	3.29%	16
2022 Q2	$4.82M	Buy	+126,356	New	+$5.32M	2.96%	17

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

ECM

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

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

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

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

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

Wealth Management Resources's MLPX Position: Q2 2023 in Review

Wealth Management Resources sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2023, closing a stake of 137,218 shares — an estimated $5.49M sold.

Wealth Management Resources first reported a position in MLPX in Q2 2022 and held it in 4 quarters. The position peaked at $5.49M in Q1 2023. 182 funds tracked by Wall St. Rank hold MLPX as of Q2 2023.

Wealth Management Resources reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
Wealth Management Resources sold 137,218 Global X MLP & Energy Infrastructure ETF shares in Q2 2023, an estimated $5.49M.
Wealth Management Resources first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2022 and held it in 4 quarters.
Wealth Management Resources's Global X MLP & Energy Infrastructure ETF position peaked at $5.49M in Q1 2023.
182 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2023.

Based on Wealth Management Resources's 13F filing for Q2 2023, filed 12 Jul 2023.