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September 2026what changed

Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Acc · IE00B94ZB998 · MLPS · snapshots compared: 19 Aug31 August 2026
In brief: 12 holdings added and 8 removed from the basket · 7 weight changes beyond ±0.25 points · monthly return +2.8% · costs and key facts unchanged.

Synthetic replication: the recorded list is the substitute basket, not the index exposure.

Basket — holdings added (12)

HoldingWeight on entry
WAYFAIR INC- CLASS A7.26%
NU HOLDINGS LTD/CAYMAN ISL-A3.93%
JOHNSON CONTROLS INTERNATION3.85%
ON SEMICONDUCTOR3.67%
WEBULL CORP3.07%
ASTRAZENECA PLC2.45%
TARSUS PHARMACEUTICALS INC1.48%
AERCAP HOLDINGS NV0.72%
and 4 more0.26%

Basket — holdings removed (8)

HoldingWeight on exit
NVIDIA CORP8.26%
ALPHABET INC-CL C7.74%
PEPSICO INC2.94%
THE CIGNA GROUP2.76%
NEWMONT CORP2.61%
BERKSHIRE HATHAWAY INC-CL B1.87%
HOME DEPOT INC0.73%
MONDELEZ INTERNATIONAL INC-A0.15%

Holdings compared (excluding cash instruments): 73 → 77.

Holding weights

Holdingfromto
MERCADOLIBRE INC1.13%3.26%
PEOPLE INC2.68%0.62%
RHYTHM PHARMACEUTICALS INC1.93%0.88%
SPYRE THERAPEUTICS INC2.55%3.47%
ROBLOX CORP -CLASS A2.26%1.34%
HUBSPOT INC7.10%7.75%
META PLATFORMS INC-CLASS A6.74%7.13%

Top 10 — before and after

Holding12 Aug31 Aug
HUBSPOT INC6.38%7.75%
WAYFAIR INC- CLASS A (enters top 10)7.26%
META PLATFORMS INC-CLASS A7.39%7.13%
NU HOLDINGS LTD/CAYMAN ISL-A (enters top 10)3.93%
JOHNSON CONTROLS INTERNATION (enters top 10)3.85%
MICRON TECHNOLOGY INC3.63%3.73%
ON SEMICONDUCTOR (enters top 10)3.67%
BRISTOL-MYERS SQUIBB CO3.64%3.57%
SPYRE THERAPEUTICS INC (enters top 10)3.47%
IDEX CORP3.52%3.27%
NVIDIA CORP (leaves the top 10)8.80%
ALPHABET INC-CL C (leaves the top 10)8.02%
PARKER HANNIFIN CORP (leaves the top 10)4.01%
AMAZON.COM INC (leaves the top 10)3.27%3.10%
INTERCONTINENTAL EXCHANGE IN (leaves the top 10)3.10%3.21%

Combined top-10 weight: 51.8% → 47.6%.

Sectors — where the weight moved

Communication Services
24.212.2
Consumer Discretionary
9.317.7
Health Care
14.721.0
Financials
8.313.6
Materials
5.01.1

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Monthly return

+2.8% in USD (NAV 168.63173.28, 31 Jul31 Aug). Accumulating fund: no distributions.

Costs and key facts

TER0.50% — unchanged
Transaction costs (KID)0.75% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.