Lodestone Wealth Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Lodestone Wealth Management’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 Q2	$2.08K	Buy	38 +2	+6%	+$112	﹤0.01%	679
2026 Q1	$2.06K	Buy	+36	New	+$1.94K	﹤0.01%	662

Other funds holding MLPI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lodestone Wealth Management's MLPI Position: Q2 2026 in Review

Lodestone Wealth Management increased its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) stake by 5.6% in Q2 2026, buying an estimated $112 and bringing the position to 38 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Lodestone Wealth Management first reported a position in MLPI in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

Lodestone Wealth Management held 38 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $2.08K as of Q2 2026.
Lodestone Wealth Management bought 2 NEOS MLP & Energy Infrastructure High Income ETF shares in Q2 2026, an estimated $112.
NEOS MLP & Energy Infrastructure High Income ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #679 holding.
Lodestone Wealth Management first reported a position in NEOS MLP & Energy Infrastructure High Income ETF in Q1 2026 and has held it in 2 quarters since.
47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.