Puff Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Puff Wealth Management’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	$2.13M	Buy	+48,950	New	+$2.13M	2.17%	14
2025 Q4	$2.04M	Sell	53,252 -6,621	-11%	-$253K	2.63%	11
2025 Q3	$2.29M	Sell	59,873 -3,318	-5%	-$125K	3.48%	10
2025 Q2	$2.37M	Sell	63,191 -6,462	-9%	-$236K	1.73%	16
2025 Q1	$2.61M	Buy	69,653 +3,133	+5%	+$116K	2.45%	11
2024 Q4	$2.37M	Buy	+66,520	New	+$2.36M	4.13%	8

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

Puff Wealth Management's EMLP Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 48,950 shares worth $2.13M. The stake represents 2.17% of the portfolio and ranks #14 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in EMLP as recently as Q4 2025.

Puff Wealth Management first reported a position in EMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q1 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Puff Wealth Management held 48,950 shares of First Trust North American Energy Infrastructure Fund worth $2.13M as of Q2 2026.
First Trust North American Energy Infrastructure Fund was a new Puff Wealth Management position in Q2 2026.
First Trust North American Energy Infrastructure Fund made up 2.17% of Puff Wealth Management's portfolio in Q2 2026, its #14 holding.
Puff Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $2.61M in Q1 2025.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.