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Steward Partners Investment Advisory’s Global X MLP ETF MLPA Stock Holding History

Steward Partners Investment Advisory’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 		$46.6K Sell
878
-50
-5% -$2.69K ﹤0.01% 2988
2026
Q1 		$50K Sell
928
-38
-4% -$1.99K ﹤0.01% 2780
2025
Q4 		$46.8K Sell
966
-272
-22% -$13.1K ﹤0.01% 2707
2025
Q3 		$59.9K Sell
1,238
-1
-0.1% -$50 ﹤0.01% 2515
2025
Q2 		$62.2K Sell
1,239
-233
-16% -$11.6K ﹤0.01% 2367
2025
Q1 		$78.4K Sell
1,472
-99
-6% -$5.21K ﹤0.01% 2154
2024
Q4 		$77.6K Sell
1,571
-984
-39% -$48.3K ﹤0.01% 2107
2024
Q3 		$123K Sell
2,555
-2,118
-45% -$102K ﹤0.01% 1779
2024
Q2 		$227K Sell
4,673
-5,157
-52% -$245K ﹤0.01% 1384
2024
Q1 		$474K Sell
9,830
-584
-6% -$27K 0.01% 1075
2023
Q4 		$461K Buy
10,414
+10,364
+20,728% +$462K 0.01% 1034
2023
Q3 		$2.23K Hold
50
– – ﹤0.01% 3062
2023
Q2 		$2.15K Buy
+50
New +$2.1K ﹤0.01% 3018
2022
Q2 		– Sell
-2,330
Closed -$94K – 3320
2022
Q1 		$94K Sell
2,330
-788
-25% -$30.7K ﹤0.01% 1636
2021
Q4 		$109K Buy
3,118
+817
+36% +$29.3K ﹤0.01% 1562
2021
Q3 		$81K Sell
2,301
-4,705
-67% -$166K ﹤0.01% 1650
2021
Q2 		$271K Sell
7,006
-29,180
-81% -$1.07M ﹤0.01% 1293
2021
Q1 		$1.2M Sell
36,186
-22,052
-38% -$687K 0.02% 583
2020
Q4 		$1.6M Buy
58,238
+58,072
+34,983% +$1.5M 0.03% 415
2020
Q3 		$4K Hold
166
– – ﹤0.01% 2436
2020
Q2 		$5K Sell
166
-3,305
-95% -$89.2K ﹤0.01% 2275
2020
Q1 		$65K Buy
3,471
+1,100
+46% +$41.1K ﹤0.01% 1179
2019
Q4 		$112K Sell
2,371
-687
-22% -$32K ﹤0.01% 1093
2019
Q3 		$153K Buy
3,058
+267
+10% +$13.8K 0.01% 934
2019
Q2 		$147K Buy
2,791
+444
+19% +$23.4K 0.01% 912
2019
Q1 		$124K Buy
2,347
+592
+34% +$30.8K 0.01% 769
2018
Q4 		$80K Buy
1,755
+1,409
+407% +$74.2K ﹤0.01% 756
2018
Q3 		$20K Buy
+346
New +$20.1K ﹤0.01% 1555

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS AM
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

Steward Partners Investment Advisory's MLPA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Global X MLP ETF (MLPA) stake by 5.4% in Q2 2026, selling an estimated $2.69K and leaving 878 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Steward Partners Investment Advisory first reported a position in MLPA in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.6M in Q4 2020. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

  • Steward Partners Investment Advisory held 878 shares of Global X MLP ETF worth $46.6K as of Q2 2026.
  • Steward Partners Investment Advisory sold 50 Global X MLP ETF shares in Q2 2026, an estimated $2.69K.
  • Global X MLP ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2988 holding.
  • Steward Partners Investment Advisory first reported a position in Global X MLP ETF in Q3 2018 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's Global X MLP ETF position peaked at $1.6M in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.