HWM
MLPI

HB Wealth Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

HB Wealth Management’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
Q2 		$289K Hold
5,256
– – ﹤0.01% 1394
2026
Q1 		$298K Buy
+5,256
New +$283K ﹤0.01% 1241

Other funds holding MLPI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HB Wealth Management's MLPI Position: Q2 2026 in Review

HB Wealth Management held its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) position steady in Q2 2026 at 5,256 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

HB Wealth Management first reported a position in MLPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $298K in Q1 2026. 47 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • HB Wealth Management held 5,256 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $289K as of Q2 2026.
  • HB Wealth Management left its NEOS MLP & Energy Infrastructure High Income ETF share count unchanged in Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1394 holding.
  • HB Wealth Management first reported a position in NEOS MLP & Energy Infrastructure High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's NEOS MLP & Energy Infrastructure High Income ETF position peaked at $298K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.