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WR Wealth Planners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

WR Wealth Planners’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
Q4 		$1.98K Buy
33
+1
+3% +$59 ﹤0.01% 858
2024
Q3 		$1.76K Hold
32
– – ﹤0.01% 923
2024
Q2 		$1.63K Hold
32
– – ﹤0.01% 918
2024
Q1 		$1.57K Buy
+32
New +$1.46K ﹤0.01% 910

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WR Wealth Planners's MLPX Position: Q4 2024 in Review

WR Wealth Planners increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 3.1% in Q4 2024, buying an estimated $59 and bringing the position to 33 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

WR Wealth Planners first reported a position in MLPX in Q1 2024 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

  • WR Wealth Planners held 33 shares of Global X MLP & Energy Infrastructure ETF worth $1.98K as of Q4 2024.
  • WR Wealth Planners bought 1 Global X MLP & Energy Infrastructure ETF share in Q4 2024, an estimated $59.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #858 holding.
  • WR Wealth Planners first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2024 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.