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

Golden State 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 		$19.7K Buy
453
+3
+0.7% +$131 ﹤0.01% 953
2026
Q1 		$19.7K Buy
450
+3
+0.7% +$125 ﹤0.01% 919
2025
Q4 		$16.9K Sell
447
-367
-45% -$14K ﹤0.01% 966
2025
Q3 		$31.2K Buy
814
+7
+0.9% +$264 ﹤0.01% 801
2025
Q2 		$30.3K Buy
+807
New +$29.5K ﹤0.01% 770

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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

Golden State Wealth Management's EMLP Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.67% in Q2 2026, buying an estimated $131 and bringing the position to 453 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Golden State Wealth Management first reported a position in EMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.2K in Q3 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Golden State Wealth Management held 453 shares of First Trust North American Energy Infrastructure Fund worth $19.7K as of Q2 2026.
  • Golden State Wealth Management bought 3 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $131.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #953 holding.
  • Golden State 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.
  • Golden State Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $31.2K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.