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MLPB

·NYSE
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Key Stats
Assets Under Management
198.94MUSD
Fund Flows (1Y)
-62.37MUSD
Dividend Yield
6.57%
Discount/Premium to NAV
-0.29%
Shares Outstanding
7.90M
Expense Ratio
0.85%
About ETRACS Alerian MLP Infrastructure Index ETN Series B
Issuer
UBS
Brand
ETRACS
Inception Date
Oct 8, 2015
Structure
Exchange-Traded Note
Index Tracked
Alerian MLP Infrastructure Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
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Distributor
UBS Securities LLC
MLPB tracks a popular MLP index. The note launched on Oct. 9, 2015 as a "B Series” companion to popular MLPI, providing more capacity for exposure to the same index. It is also a structural alternative to AMLP, which is a C-corp ETF that tracks the same infrastructure index. The roughly 25 companies in the index are all in our benchmark, but they have a narrower focus: MLPB holds only storage and transportation MLPs. The yield thrown off by the MLPs in the index is replicated with coupon payments from the ETN, which are taxed at ordinary income tax rates.
Classification
Asset Class
Equity
Category
Sector
Focus
Energy
Niche
MLPs
Strategy
Dividends
Geography
U.S.
Weighting Scheme
Market Cap
Selection Criteria
Distributions
Returns
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
Price Performance
-0.04%+3.38%-0.71%+1.95%+33.56%+92.55%
NAV Total Return
+2.17%+1.39%+6.49%+5.58%+64.76%+173.36%
Ratings

No data is currently available

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Holdings Analysis

Sector

No data is currently available

Asset

No data is currently available

Region

No data is currently available

Investment Style

Mega
Large
Medium
Multi
Small
Value
Blend
Growth

Multi-Cap Blend

Provides exposure to companies of various sizes that exhibit both growth and value characteristics. This category offers a diversified portfolio with a mix of market caps.

Top 10 Holdings

Symbol

Ratio

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MPLX LP

12.96%
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Western Midstream Partners LP

12.36%
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Plains All American Pipeline LP

12.36%
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Enterprise Products Partners LP

12.15%
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Sunoco LP

11.70%
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Energy Transfer LP

11.32%
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Hess Midstream LP

9.14%
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Cheniere Energy Partners LP

4.38%
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USA Compression Partners LP

3.72%
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Genesis Energy LP

3.39%

Top 10 Weight 93.48%

13 Total Holdings

Dividends

Dividend Payout History

Declaration Date
Record Date
Payment Date
Amount
2025-10-102025-10-102025-10-210.426
2025-07-142025-07-142025-07-220.420
2025-04-112025-04-112025-04-220.411
2025-01-132025-01-132025-01-220.390
2024-10-112024-10-112024-10-210.384
2024-07-152024-07-152024-07-230.393
2024-04-112024-04-122024-04-220.358

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Premium/Discount Chart
Premium/Discount to NAV
Price
Assets Under Management
Assets Under Management
Fund Flows
Inflows
Outflows