Evolution Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Evolution Wealth Management’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.53K	Buy	219 +69	+46%	+$3.01K	0.01%	587
2026 Q1	$6.55K	Hold	150	–	–	﹤0.01%	575
2025 Q4	$5.68K	Hold	150	–	–	﹤0.01%	528
2025 Q3	$5.74K	Hold	150	–	–	0.01%	431
2025 Q2	$5.63K	Buy	+150	New	+$5.49K	0.01%	440

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Evolution Wealth Management's EMLP Position: Q2 2026 in Review

Evolution Wealth Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 46% in Q2 2026, buying an estimated $3.01K and bringing the position to 219 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #587.

Evolution Wealth Management first reported a position in EMLP in Q2 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Evolution Wealth Management held 219 shares of First Trust North American Energy Infrastructure Fund worth $9.53K as of Q2 2026.
Evolution Wealth Management bought 69 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $3.01K.
First Trust North American Energy Infrastructure Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #587 holding.
Evolution Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.