Avantax Planning Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$371K	Buy	8,507 +4	+0%	+$167	0.01%	315
2025 Q4	$322K	Sell	8,503 -1,296	-13%	-$49.4K	0.01%	343
2025 Q3	$375K	Buy	9,799 +5	+0.1%	+$189	0.01%	314
2025 Q2	$367K	Sell	9,794 -731	-7%	-$26.7K	0.01%	311
2025 Q1	$395K	Sell	10,525 -1,125	-10%	-$41.6K	0.01%	295
2024 Q4	$415K	Buy	11,650 +4	+0%	+$142	0.02%	282
2024 Q3	$391K	Buy	11,646 +5	+0%	+$161	0.01%	294
2024 Q2	$355K	Buy	11,641 +241	+2%	+$7.24K	0.01%	334
2024 Q1	$337K	Buy	+11,400	New	+$318K	0.01%	342
2018 Q4	–	Sell	-1,000	Closed	-$23K	–	532
2018 Q3	$23K	Buy	+1,000	New	+$23.9K	﹤0.01%	664
2018 Q2	–	Sell	-1,000	Closed	-$22K	–	573
2018 Q1	$22K	Buy	+1,000	New	+$23.5K	﹤0.01%	746