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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Newbridge Financial Services Group's MLPI Position: Q1 2026 in Review

Newbridge Financial Services Group increased its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) stake by 586% in Q1 2026, buying an estimated $108K and bringing the position to 2,347 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #273.

Newbridge Financial Services Group first reported a position in MLPI in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold MLPI as of Q1 2026.

  • Newbridge Financial Services Group held 2,347 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $133K as of Q1 2026.
  • Newbridge Financial Services Group bought 2,005 NEOS MLP & Energy Infrastructure High Income ETF shares in Q1 2026, an estimated $108K.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #273 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 2 quarters since.
  • 32 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.