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

Farther Finance 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
2025
Q2 		– Sell
-600
Closed -$16.8K – 4601
2025
Q1 		$16.8K Sell
600
-3,800
-86% -$103K ﹤0.01% 2474
2024
Q4 		$111K Sell
4,400
-30,405
-87% -$757K ﹤0.01% 1265
2024
Q3 		$847K Sell
34,805
-400
-1% -$9.71K 0.03% 398
2024
Q2 		$871K Sell
35,205
-5,656
-14% -$134K 0.04% 333
2024
Q1 		$987K Sell
40,861
-2,532
-6% -$57.1K 0.06% 255
2023
Q4 		$928K Buy
+43,393
New +$923K 0.07% 246

Other funds holding MLPB

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Farther Finance Advisors's MLPB Position: Q2 2025 in Review

Farther Finance Advisors sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q2 2025, closing a stake of 600 shares — an estimated $16.8K sold.

Farther Finance Advisors first reported a position in MLPB in Q4 2023 and held it in 6 quarters. The position peaked at $987K in Q1 2024. 29 funds tracked by Wall St. Rank hold MLPB as of Q2 2025.

  • Farther Finance Advisors reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 600 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q2 2025, an estimated $16.8K.
  • Farther Finance Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2023 and held it in 6 quarters.
  • Farther Finance Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $987K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.