URS Advisory’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

URS Advisory’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 Q3	$320K	Buy	+6,378	New	+$346K	0.17%	52

Other funds holding MLPI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Herbst Group Westport, Connecticut $176M AUM 29.12% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

URS Advisory's MLPI Position: Q3 2026 in Review

URS Advisory opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q3 2026: 6,378 shares worth $320K. The stake represents 0.17% of the portfolio and ranks #52 among its holdings.

48 funds tracked by Wall St. Rank hold MLPI as of Q3 2026.

URS Advisory held 6,378 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $320K as of Q3 2026.
NEOS MLP & Energy Infrastructure High Income ETF was a new URS Advisory position in Q3 2026.
NEOS MLP & Energy Infrastructure High Income ETF made up 0.17% of URS Advisory's portfolio in Q3 2026, its #52 holding.
48 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on URS Advisory's 13F filing for Q3 2026, filed 10 Nov 2026.