Callan Family Office’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Callan Family Office’s Portfolio MLPB Stock Details MLPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311K	Hold	10,702	–	–	0.01%	918
2025 Q4	$271K	Hold	10,702	–	–	0.01%	958
2025 Q3	$267K	Hold	10,702	–	–	0.01%	746
2025 Q2	$278K	Hold	10,702	–	–	0.01%	793
2025 Q1	$297K	Hold	10,702	–	–	0.02%	429
2024 Q4	$269K	Buy	+10,702	New	+$266K	0.02%	507

Other funds holding MLPB

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Callan Family Office's MLPB Position: Q1 2026 in Review

Callan Family Office held its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) position steady in Q1 2026 at 10,702 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #918.

Callan Family Office first reported a position in MLPB in Q4 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold MLPB as of Q1 2026.

Callan Family Office held 10,702 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $311K as of Q1 2026.
Callan Family Office left its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 share count unchanged in Q1 2026.
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #918 holding.
Callan Family Office first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2024 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.