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

Zimmermann Investment Management & Planning’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	–	Sell	-4,463	Closed	-$243K	–	84
2024 Q3	$243K	Hold	4,463	–	–	0.07%	129
2024 Q2	$228K	Sell	4,463 -111	-2%	-$5.47K	0.08%	123
2024 Q1	$224K	Buy	+4,574	New	+$208K	0.08%	122
2023 Q2	–	Sell	-5,428	Closed	-$217K	–	117
2023 Q1	$217K	Sell	5,428 -622	-10%	-$25.4K	0.11%	106
2022 Q4	$247K	Sell	6,050 -4,903	-45%	-$202K	0.14%	83
2022 Q3	$411K	Sell	10,953 -44,987	-80%	-$1.83M	0.26%	60
2022 Q2	$2.13M	Sell	55,940 -3,706	-6%	-$156K	1.46%	23
2022 Q1	$2.55M	Buy	59,646 +35,432	+146%	+$1.4M	1.51%	23
2021 Q4	$855K	Buy	+24,214	New	+$893K	0.48%	40

Other funds holding MLPX

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ECM

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

Zimmermann Investment Management & Planning's MLPX Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2024, closing a stake of 4,463 shares — an estimated $243K sold.

Zimmermann Investment Management & Planning first reported a position in MLPX in Q4 2021 and held it in 9 quarters. The position peaked at $2.55M in Q1 2022. 267 funds tracked by Wall St. Rank hold MLPX as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 4,463 Global X MLP & Energy Infrastructure ETF shares in Q4 2024, an estimated $243K.
Zimmermann Investment Management & Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Global X MLP & Energy Infrastructure ETF position peaked at $2.55M in Q1 2022.
267 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.