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

Independent Financial 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 		$456K Buy
+9,089
New +$493K 0.01% 1050

Other funds holding MLPI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Independent Financial Group's MLPI Position: Q3 2026 in Review

Independent Financial Group opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q3 2026: 9,089 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #1050 among its holdings.

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

  • Independent Financial Group held 9,089 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $456K as of Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new Independent Financial Group position in Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1050 holding.
  • 4 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.