CFM
MLPI

Compass Financial Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Compass Financial Management’s Portfolio MLPI Stock Details MLPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75K Buy
+50
New +$2.8K ﹤0.01% 1276

Other funds holding MLPI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Compass Financial Management's MLPI Position: Q2 2026 in Review

Compass Financial Management opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q2 2026: 50 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

48 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • Compass Financial Management held 50 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $2.75K as of Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new Compass Financial Management position in Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1276 holding.
  • 48 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.