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 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 $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return