Newbridge Financial Services Group
MLPI icon

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
Q3 		$304K Buy
6,049
+2,929
+94% +$159K 0.04% 204
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Newbridge Financial Services Group's MLPI Position: Q3 2026 in Review

Newbridge Financial Services Group increased its NEOS MLP & Energy Infrastructure High Income ETF (MLPI) stake by 94% in Q3 2026, buying an estimated $159K and bringing the position to 6,049 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #204.

Newbridge Financial Services Group first reported a position in MLPI in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold MLPI as of Q3 2026.

  • Newbridge Financial Services Group held 6,049 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $304K as of Q3 2026.
  • Newbridge Financial Services Group bought 2,929 NEOS MLP & Energy Infrastructure High Income ETF shares in Q3 2026, an estimated $159K.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q3 2026, its #204 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 4 quarters since.
  • 17 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.