Confluence Wealth Services’s Martin Midstream Partners MMLP Stock Holding History

Confluence Wealth Services’s Portfolio MMLP Stock Details MMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.9K	Buy	36,305 +3,779	+12%	+$9.68K	﹤0.01%	470
2026 Q1	$89.8K	Buy	32,526 +78	+0.2%	+$218	﹤0.01%	363
2025 Q4	$84.7K	Sell	32,448 -1,245	-4%	-$3.36K	﹤0.01%	369
2025 Q3	$103K	Sell	33,693 -13,019	-28%	-$40.7K	0.01%	366
2025 Q2	$138K	Buy	+46,712	New	+$140K	0.01%	355
2022 Q3	–	Sell	-66,741	Closed	-$272K	–	251
2022 Q2	$272K	Sell	66,741 -1,209	-2%	-$5.38K	0.12%	211
2022 Q1	$285K	Buy	67,950 +87	+0.1%	+$295	0.1%	196
2021 Q4	$180K	Buy	+67,863	New	+$207K	0.06%	238

Other funds holding MMLP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Confluence Wealth Services's MMLP Position: Q2 2026 in Review

Confluence Wealth Services increased its Martin Midstream Partners (MMLP) stake by 12% in Q2 2026, buying an estimated $9.68K and bringing the position to 36,305 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Confluence Wealth Services first reported a position in MMLP in Q4 2021 and has held it in 8 quarters since. The position peaked at $285K in Q1 2022. 35 funds tracked by Wall St. Rank hold MMLP as of Q2 2026.

Confluence Wealth Services held 36,305 shares of Martin Midstream Partners worth $83.9K as of Q2 2026.
Confluence Wealth Services bought 3,779 Martin Midstream Partners shares in Q2 2026, an estimated $9.68K.
Martin Midstream Partners made up ﹤0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #470 holding.
Confluence Wealth Services first reported a position in Martin Midstream Partners in Q4 2021 and has held it in 8 quarters since.
Confluence Wealth Services's Martin Midstream Partners position peaked at $285K in Q1 2022.
35 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.