Herbst Group’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Herbst Group’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 Q3	$2.04M	Buy	+40,628	New	+$2.2M	1.16%	34

Other funds holding MLPI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Herbst Group's MLPI Position: Q3 2026 in Review

Herbst Group opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q3 2026: 40,628 shares worth $2.04M. The stake represents 1.16% of the portfolio and ranks #34 among its holdings.

17 funds tracked by Wall St. Rank hold MLPI as of Q3 2026.

Herbst Group held 40,628 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $2.04M as of Q3 2026.
NEOS MLP & Energy Infrastructure High Income ETF was a new Herbst Group position in Q3 2026.
NEOS MLP & Energy Infrastructure High Income ETF made up 1.16% of Herbst Group's portfolio in Q3 2026, its #34 holding.
17 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.