Stevens Capital Partners’s Global X MLP ETF MLPA Stock Holding History

Stevens Capital Partners’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$756K	Sell	14,238 -3,221	-18%	-$174K	0.14%	80
2026 Q1	$941K	Buy	+17,459	New	+$914K	0.23%	69
2025 Q2	–	Sell	-4,433	Closed	-$236K	–	84
2025 Q1	$236K	Buy	4,433 +62	+1%	+$3.26K	0.11%	58
2024 Q4	$216K	Buy	4,371 +64	+1%	+$3.14K	0.1%	63
2024 Q3	$207K	Buy	4,307 +67	+2%	+$3.22K	0.1%	62
2024 Q2	$206K	Buy	4,240 +63	+2%	+$2.99K	0.11%	59
2024 Q1	$201K	Sell	4,177 -1,610	-28%	-$74.3K	0.12%	58
2023 Q4	$256K	Buy	5,787 +95	+2%	+$4.24K	0.18%	47
2023 Q3	$254K	Sell	5,692 -1,071	-16%	-$46.9K	0.2%	45
2023 Q2	$290K	Buy	6,763 +120	+2%	+$5.04K	0.22%	46
2023 Q1	$276K	Sell	6,643 -1,061	-14%	-$44.9K	0.23%	47
2022 Q4	$318K	Buy	+7,704	New	+$323K	0.28%	46

Other funds holding MLPA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stevens Capital Partners's MLPA Position: Q2 2026 in Review

Stevens Capital Partners reduced its Global X MLP ETF (MLPA) stake by 18% in Q2 2026, selling an estimated $174K and leaving 14,238 shares worth $756K. The position accounts for 0.14% of the portfolio, ranked #80.

Stevens Capital Partners first reported a position in MLPA in Q4 2022 and has held it in 12 quarters since. The position peaked at $941K in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Stevens Capital Partners held 14,238 shares of Global X MLP ETF worth $756K as of Q2 2026.
Stevens Capital Partners sold 3,221 Global X MLP ETF shares in Q2 2026, an estimated $174K.
Global X MLP ETF made up 0.14% of Stevens Capital Partners's portfolio in Q2 2026, its #80 holding.
Stevens Capital Partners first reported a position in Global X MLP ETF in Q4 2022 and has held it in 12 quarters since.
Stevens Capital Partners's Global X MLP ETF position peaked at $941K in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.