Inscription Capital’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Inscription Capital’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	$1.19M	Sell	27,455 -1,093	-4%	-$47.7K	0.11%	182
2026 Q1	$1.25M	Buy	28,548 +1,016	+4%	+$42.3K	0.13%	140
2025 Q4	$1.04M	Sell	27,532 -245	-0.9%	-$9.34K	0.11%	183
2025 Q3	$1.06M	Sell	27,777 -800	-3%	-$30.2K	0.11%	173
2025 Q2	$1.07M	Buy	28,577 +2,741	+11%	+$100K	0.15%	104
2025 Q1	$763K	Buy	+25,836	New	+$956K	0.13%	128
2024 Q3	$946K	Sell	28,167 -423	-1%	-$13.6K	0.14%	114
2024 Q2	$871K	Buy	28,590 +2,754	+11%	+$82.7K	0.14%	114
2024 Q1	$763K	Buy	25,836 +6,633	+35%	+$185K	0.13%	128
2023 Q4	$532K	Buy	+19,203	New	+$517K	0.15%	113

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

Inscription Capital's EMLP Position: Q2 2026 in Review

Inscription Capital reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3.8% in Q2 2026, selling an estimated $47.7K and leaving 27,455 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #182.

Inscription Capital first reported a position in EMLP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Inscription Capital held 27,455 shares of First Trust North American Energy Infrastructure Fund worth $1.19M as of Q2 2026.
Inscription Capital sold 1,093 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $47.7K.
First Trust North American Energy Infrastructure Fund made up 0.11% of Inscription Capital's portfolio in Q2 2026, its #182 holding.
Inscription Capital first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
Inscription Capital's First Trust North American Energy Infrastructure Fund position peaked at $1.25M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.