Genesis Financial Group’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Genesis Financial Group’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	$246K	Buy	8,550 +500	+6%	+$14.5K	0.16%	84
2026 Q1	$234K	Buy	+8,050	New	+$223K	0.15%	91

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

Genesis Financial Group's MLPB Position: Q2 2026 in Review

Genesis Financial Group increased its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) stake by 6.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,550 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #84.

Genesis Financial Group first reported a position in MLPB in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold MLPB as of Q2 2026.

Genesis Financial Group held 8,550 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $246K as of Q2 2026.
Genesis Financial Group bought 500 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q2 2026, an estimated $14.5K.
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up 0.16% of Genesis Financial Group's portfolio in Q2 2026, its #84 holding.
Genesis Financial Group 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.
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 Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.