NW
MLPI

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

Naviter Wealth’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 		$289K Sell
5,252
-2,122
-29% -$119K 0.03% 265
2026
Q1 		$418K Buy
+7,374
New +$397K 0.05% 213

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

Naviter Wealth's MLPI Position: Q2 2026 in Review

Naviter Wealth reduced its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) stake by 29% in Q2 2026, selling an estimated $119K and leaving 5,252 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #265.

Naviter Wealth first reported a position in MLPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $418K in Q1 2026. 47 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • Naviter Wealth held 5,252 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $289K as of Q2 2026.
  • Naviter Wealth sold 2,122 NEOS MLP & Energy Infrastructure High Income ETF shares in Q2 2026, an estimated $119K.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #265 holding.
  • Naviter Wealth first reported a position in NEOS MLP & Energy Infrastructure High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Naviter Wealth's NEOS MLP & Energy Infrastructure High Income ETF position peaked at $418K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.