DWM
MLPI

Diversify Wealth Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Diversify Wealth 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 		$434K Buy
+7,965
New +$445K 0.01% 914

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

Diversify Wealth Management's MLPI Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q2 2026: 7,965 shares worth $434K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings.

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

  • Diversify Wealth Management held 7,965 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $434K as of Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new Diversify Wealth Management position in Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #914 holding.
  • 47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.