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 Q3	$760K	Buy	14,278 +40	+0.3%	+$2.24K	0.13%	86
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Stevens Capital Partners's MLPA Position: Q3 2026 in Review

Stevens Capital Partners increased its Global X MLP ETF (MLPA) stake by 0.28% in Q3 2026, buying an estimated $2.24K and bringing the position to 14,278 shares worth $760K. The position accounts for 0.13% of the portfolio, ranked #86.

Stevens Capital Partners first reported a position in MLPA in Q4 2022 and has held it in 13 quarters since. The position peaked at $941K in Q1 2026. 156 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Stevens Capital Partners held 14,278 shares of Global X MLP ETF worth $760K as of Q3 2026.
Stevens Capital Partners bought 40 Global X MLP ETF shares in Q3 2026, an estimated $2.24K.
Global X MLP ETF made up 0.13% of Stevens Capital Partners's portfolio in Q3 2026, its #86 holding.
Stevens Capital Partners first reported a position in Global X MLP ETF in Q4 2022 and has held it in 13 quarters since.
Stevens Capital Partners's Global X MLP ETF position peaked at $941K in Q1 2026.
156 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.