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

Divergent 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
2025 Q2	–	Sell	-7,300	Closed	-$205K	–	36
2025 Q1	$205K	Buy	+7,300	New	+$198K	0.07%	29

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

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

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

Divergent Planning's MLPB Position: Q2 2025 in Review

Divergent Planning sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q2 2025, closing a stake of 7,300 shares — an estimated $205K sold.

Divergent Planning first reported a position in MLPB in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 29 funds tracked by Wall St. Rank hold MLPB as of Q2 2025.

Divergent Planning reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q2 2025 after selling out during the quarter.
Divergent Planning sold 7,300 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q2 2025, an estimated $205K.
Divergent Planning first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q1 2025 and held it in 1 quarter.
Divergent Planning's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $205K in Q1 2025.
29 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q2 2025.

Based on Divergent Planning's 13F filing for Q2 2025, filed 9 Jul 2025.