Peak Planning Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Peak Planning Group’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$666K	Buy	15,319 +29	+0.2%	+$1.26K	0.15%	65
2026 Q1	$668K	Buy	15,290 +28	+0.2%	+$1.17K	0.19%	61
2025 Q4	$578K	Buy	15,262 +31	+0.2%	+$1.18K	0.16%	73
2025 Q3	$583K	Buy	15,231 +48	+0.3%	+$1.81K	0.3%	41
2025 Q2	$570K	Sell	15,183 -3,415	-18%	-$125K	0.36%	39
2025 Q1	$697K	Buy	18,598 +46	+0.2%	+$1.7K	0.29%	57
2024 Q4	$661K	Buy	18,552 +42	+0.2%	+$1.49K	0.28%	60
2024 Q3	$622K	Buy	18,510 +50	+0.3%	+$1.61K	0.27%	63
2024 Q2	$562K	Buy	+18,460	New	+$554K	0.28%	63

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Peak Planning Group's EMLP Position: Q2 2026 in Review

Peak Planning Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.19% in Q2 2026, buying an estimated $1.26K and bringing the position to 15,319 shares worth $666K. The position accounts for 0.15% of the portfolio, ranked #65.

Peak Planning Group first reported a position in EMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $697K in Q1 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Peak Planning Group held 15,319 shares of First Trust North American Energy Infrastructure Fund worth $666K as of Q2 2026.
Peak Planning Group bought 29 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.26K.
First Trust North American Energy Infrastructure Fund made up 0.15% of Peak Planning Group's portfolio in Q2 2026, its #65 holding.
Peak Planning Group first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's First Trust North American Energy Infrastructure Fund position peaked at $697K in Q1 2025.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.