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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

Steward Partners Investment Advisory's MLPA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Global X MLP ETF (MLPA) stake by 3.9% in Q1 2026, selling an estimated $1.99K and leaving 928 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Steward Partners Investment Advisory first reported a position in MLPA in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.6M in Q4 2020. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Steward Partners Investment Advisory held 928 shares of Global X MLP ETF worth $50K as of Q1 2026.
  • Steward Partners Investment Advisory sold 38 Global X MLP ETF shares in Q1 2026, an estimated $1.99K.
  • Global X MLP ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2780 holding.
  • Steward Partners Investment Advisory first reported a position in Global X MLP ETF in Q3 2018 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's Global X MLP ETF position peaked at $1.6M in Q4 2020.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.