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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

Stevens Capital Partners's MLPA Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in Global X MLP ETF (MLPA) in Q1 2026: 17,459 shares worth $941K. The stake represents 0.23% of the portfolio and ranks #69 among its holdings. This is a return to the name: Stevens Capital Partners previously reported a position in MLPA as recently as Q1 2025.

Stevens Capital Partners first reported a position in MLPA in Q4 2022 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Stevens Capital Partners held 17,459 shares of Global X MLP ETF worth $941K as of Q1 2026.
Global X MLP ETF was a new Stevens Capital Partners position in Q1 2026.
Global X MLP ETF made up 0.23% of Stevens Capital Partners's portfolio in Q1 2026, its #69 holding.
Stevens Capital Partners first reported a position in Global X MLP ETF in Q4 2022 and has held it in 11 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.