EP Wealth Advisors’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

EP Wealth Advisors’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 Q2	$210K	Hold	7,300	–	–	﹤0.01%	1485
2026 Q1	$212K	Buy	+7,300	New	+$203K	﹤0.01%	1380

Other funds holding MLPB

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

EP Wealth Advisors's MLPB Position: Q2 2026 in Review

EP Wealth Advisors held its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) position steady in Q2 2026 at 7,300 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

EP Wealth Advisors first reported a position in MLPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 28 funds tracked by Wall St. Rank hold MLPB as of Q2 2026.

EP Wealth Advisors held 7,300 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $210K as of Q2 2026.
EP Wealth Advisors left its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 share count unchanged in Q2 2026.
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1485 holding.
EP Wealth Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q1 2026 and has held it in 2 quarters since.
EP Wealth Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $212K in Q1 2026.
28 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.