Thurston Springer Miller Herd & Titak’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-568	Closed	-$21.3K	–	779
2025 Q2	$21.3K	Buy	568 +5	+0.9%	+$183	﹤0.01%	916
2025 Q1	$21.1K	Buy	563 +4	+0.7%	+$148	﹤0.01%	862
2024 Q4	$19.9K	Buy	559 +4	+0.7%	+$142	﹤0.01%	731
2024 Q3	$18.7K	Buy	555 +5	+0.9%	+$161	0.01%	844
2024 Q2	$16.8K	Buy	+550	New	+$16.5K	0.01%	856

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return