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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
Q1 		$212K Buy
+7,300
New +$203K ﹤0.01% 1380

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

EP Wealth Advisors's MLPB Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q1 2026: 7,300 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings.

28 funds tracked by Wall St. Rank hold MLPB as of Q1 2026.

  • EP Wealth Advisors held 7,300 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $212K as of Q1 2026.
  • ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 was a new EP Wealth Advisors position in Q1 2026.
  • ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1380 holding.
  • 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 EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.