WealthPlan Investment Management
MLPI icon

WealthPlan Investment Management’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

WealthPlan Investment 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
Q3 		$213K Buy
+4,233
New +$230K 0.01% 482

Other funds holding MLPI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Sunpointe
Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return

WealthPlan Investment Management's MLPI Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q3 2026: 4,233 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

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

  • WealthPlan Investment Management held 4,233 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $213K as of Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new WealthPlan Investment Management position in Q3 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q3 2026, its #482 holding.
  • 19 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.