NWA
MLPI

Navis Wealth Advisors’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Navis Wealth Advisors’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 		– Sell
-18,525
Closed -$1.05M – 210
2026
Q1 		$1.05M Buy
+18,525
New +$997K 0.54% 51

Other funds holding MLPI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
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

Navis Wealth Advisors's MLPI Position: Q2 2026 in Review

Navis Wealth Advisors sold out of NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q2 2026, closing a stake of 18,525 shares — an estimated $1.05M sold.

Navis Wealth Advisors first reported a position in MLPI in Q1 2026 and held it in 1 quarter. The position peaked at $1.05M in Q1 2026. 47 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • Navis Wealth Advisors reported no remaining NEOS MLP & Energy Infrastructure High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 18,525 NEOS MLP & Energy Infrastructure High Income ETF shares in Q2 2026, an estimated $1.05M.
  • Navis Wealth Advisors first reported a position in NEOS MLP & Energy Infrastructure High Income ETF in Q1 2026 and held it in 1 quarter.
  • Navis Wealth Advisors's NEOS MLP & Energy Infrastructure High Income ETF position peaked at $1.05M in Q1 2026.
  • 47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.