NFSG
MLPI

Newbridge Financial Services Group’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Newbridge Financial Services Group’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 		$172K Buy
3,120
+773
+33% +$43.2K 0.02% 265
2026
Q1 		$133K Buy
2,347
+2,005
+586% +$108K 0.02% 273
2025
Q4 		$17.1K Buy
+342
New +$17.2K ﹤0.01% 676

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 40.89% 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

Newbridge Financial Services Group's MLPI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) stake by 33% in Q2 2026, buying an estimated $43.2K and bringing the position to 3,120 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #265.

Newbridge Financial Services Group first reported a position in MLPI in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • Newbridge Financial Services Group held 3,120 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $172K as of Q2 2026.
  • Newbridge Financial Services Group bought 773 NEOS MLP & Energy Infrastructure High Income ETF shares in Q2 2026, an estimated $43.2K.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #265 holding.
  • Newbridge Financial Services Group first reported a position in NEOS MLP & Energy Infrastructure High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.