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 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 $1.02T AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Confluence Wealth Services's MMLP Position: Q1 2026 in Review

Confluence Wealth Services increased its Martin Midstream Partners (MMLP) stake by 0.24% in Q1 2026, buying an estimated $218 and bringing the position to 32,526 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Confluence Wealth Services first reported a position in MMLP in Q4 2021 and has held it in 7 quarters since. The position peaked at $285K in Q1 2022. 39 funds tracked by Wall St. Rank hold MMLP as of Q1 2026.

Confluence Wealth Services held 32,526 shares of Martin Midstream Partners worth $89.8K as of Q1 2026.
Confluence Wealth Services bought 78 Martin Midstream Partners shares in Q1 2026, an estimated $218.
Martin Midstream Partners made up ﹤0.01% of Confluence Wealth Services's portfolio in Q1 2026, its #363 holding.
Confluence Wealth Services first reported a position in Martin Midstream Partners in Q4 2021 and has held it in 7 quarters since.
Confluence Wealth Services's Martin Midstream Partners position peaked at $285K in Q1 2022.
39 funds tracked by Wall St. Rank held Martin Midstream Partners as of Q1 2026.

Based on Confluence Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.