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

Heck Capital 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
Q1 		– Sell
-2,350
Closed -$59.2K – 576
2024
Q4 		$59.2K Buy
+2,350
New +$58.5K ﹤0.01% 343

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 $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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Heck Capital Advisors's MLPB Position: Q1 2025 in Review

Heck Capital Advisors sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q1 2025, closing a stake of 2,350 shares — an estimated $59.2K sold.

Heck Capital Advisors first reported a position in MLPB in Q4 2024 and held it in 1 quarter. The position peaked at $59.2K in Q4 2024. 29 funds tracked by Wall St. Rank hold MLPB as of Q1 2025.

  • Heck Capital Advisors reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,350 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q1 2025, an estimated $59.2K.
  • Heck Capital Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $59.2K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.