IMA Advisory Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

IMA Advisory Services’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	$30.3K	Buy	+696	New	+$30.3K	﹤0.01%	586

Other funds holding EMLP

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

IMA Advisory Services's EMLP Position: Q2 2026 in Review

IMA Advisory Services opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 696 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings.

375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

IMA Advisory Services held 696 shares of First Trust North American Energy Infrastructure Fund worth $30.3K as of Q2 2026.
First Trust North American Energy Infrastructure Fund was a new IMA Advisory Services position in Q2 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #586 holding.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.