Cerity Partners’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Cerity Partners’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
2025 Q4	–	Sell	-15,808	Closed	-$395K	–	2968
2025 Q3	$395K	Hold	15,808	–	–	﹤0.01%	2119
2025 Q2	$411K	Hold	15,808	–	–	﹤0.01%	1978
2025 Q1	$439K	Sell	15,808 -925	-6%	-$25.1K	﹤0.01%	1844
2024 Q4	$421K	Hold	16,733	–	–	﹤0.01%	1862
2024 Q3	$407K	Sell	16,733 -7,775	-32%	-$189K	﹤0.01%	1894
2024 Q2	$603K	Hold	24,508	–	–	﹤0.01%	1460
2024 Q1	$592K	Hold	24,508	–	–	﹤0.01%	1525
2023 Q4	$524K	Hold	24,508	–	–	﹤0.01%	1252
2023 Q3	$521K	Hold	24,508	–	–	﹤0.01%	968
2023 Q2	$487K	Hold	24,508	–	–	﹤0.01%	1195
2023 Q1	$467K	Hold	24,508	–	–	﹤0.01%	1322
2022 Q4	$460K	Buy	+24,508	New	+$460K	﹤0.01%	975

Other funds holding MLPB

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cerity Partners's MLPB Position: Q4 2025 in Review

Cerity Partners sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q4 2025, closing a stake of 15,808 shares — an estimated $395K sold.

Cerity Partners first reported a position in MLPB in Q4 2022 and held it in 12 quarters. The position peaked at $603K in Q2 2024. 25 funds tracked by Wall St. Rank hold MLPB as of Q4 2025.

Cerity Partners reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 15,808 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q4 2025, an estimated $395K.
Cerity Partners first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2022 and held it in 12 quarters.
Cerity Partners's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $603K in Q2 2024.
25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.