SWM
MLPI

StoneCrest Wealth Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

StoneCrest Wealth Management’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
Q2 		$1.85M Buy
+33,575
New +$1.88M 0.59% 44

Other funds holding MLPI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

StoneCrest Wealth Management's MLPI Position: Q2 2026 in Review

StoneCrest Wealth Management opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q2 2026: 33,575 shares worth $1.85M. The stake represents 0.59% of the portfolio and ranks #44 among its holdings.

6 funds tracked by Wall St. Rank hold MLPI as of Q2 2026.

  • StoneCrest Wealth Management held 33,575 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $1.85M as of Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new StoneCrest Wealth Management position in Q2 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.59% of StoneCrest Wealth Management's portfolio in Q2 2026, its #44 holding.
  • 6 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.