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

Steinberganna 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	$255K	Sell	5,863 -643	-10%	-$28K	0.1%	113
2026 Q1	$284K	Buy	6,506 +29	+0.4%	+$1.21K	0.14%	98
2025 Q4	$245K	Buy	6,477 +858	+15%	+$32.7K	0.11%	98
2025 Q3	$215K	Buy	+5,619	New	+$212K	0.1%	117

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

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

Steinberganna Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 9.9% in Q2 2026, selling an estimated $28K and leaving 5,863 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #113.

Steinberganna Wealth Management first reported a position in EMLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $284K in Q1 2026. 374 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Steinberganna Wealth Management held 5,863 shares of First Trust North American Energy Infrastructure Fund worth $255K as of Q2 2026.
Steinberganna Wealth Management sold 643 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $28K.
First Trust North American Energy Infrastructure Fund made up 0.1% of Steinberganna Wealth Management's portfolio in Q2 2026, its #113 holding.
Steinberganna Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and has held it in 4 quarters since.
Steinberganna Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $284K in Q1 2026.
374 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.