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WealthPlan Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-57
Closed -$2.37K – 266
2023
Q2 		$2.37K Hold
57
– – ﹤0.01% 315
2023
Q1 		$2.28K Buy
+57
New +$2.33K ﹤0.01% 390

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

WealthPlan Investment Management's MLPX Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2023, closing a stake of 57 shares — an estimated $2.37K sold.

WealthPlan Investment Management first reported a position in MLPX in Q1 2023 and held it in 2 quarters. The position peaked at $2.37K in Q2 2023. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 57 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $2.37K.
  • WealthPlan Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $2.37K in Q2 2023.
  • 176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.