EverSource Wealth Advisors
MLPI icon

EverSource Wealth Advisors’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

EverSource Wealth Advisors’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
Q3 		$75.4K Buy
+1,501
New +$81.4K ﹤0.01% 1559

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RPGK
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Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.12% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
MSH Capital Advisors
MSH Capital Advisors Scottsdale, Arizona $645M AUM 20.08% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

EverSource Wealth Advisors's MLPI Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q3 2026: 1,501 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings.

41 funds tracked by Wall St. Rank hold MLPI as of Q3 2026.

  • EverSource Wealth Advisors held 1,501 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $75.4K as of Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1559 holding.
  • 41 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.