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

Creative Planning’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 		$233K Sell
8,041
-706
-8% -$19.6K ﹤0.01% 3626
2025
Q4 		$221K Sell
8,747
-2,537
-22% -$63.2K ﹤0.01% 3474
2025
Q3 		$282K Hold
11,284
– – ﹤0.01% 3197
2025
Q2 		$293K Buy
11,284
+2,537
+29% +$64.8K ﹤0.01% 2915
2025
Q1 		$243K Buy
8,747
+6,210
+245% +$169K ﹤0.01% 2911
2024
Q4 		$63.9K Buy
+2,537
New +$63.1K ﹤0.01% 3216

Other funds holding MLPB

CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
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

Creative Planning's MLPB Position: Q1 2026 in Review

Creative Planning reduced its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) stake by 8.1% in Q1 2026, selling an estimated $19.6K and leaving 8,041 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Creative Planning first reported a position in MLPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 28 funds tracked by Wall St. Rank hold MLPB as of Q1 2026.

  • Creative Planning held 8,041 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $233K as of Q1 2026.
  • Creative Planning sold 706 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q1 2026, an estimated $19.6K.
  • ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3626 holding.
  • Creative Planning 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.
  • Creative Planning's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $293K in Q2 2025.
  • 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.