SWS Partners’s Global X MLP ETF MLPA Stock Holding History

SWS 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	$218K	Hold	4,112	–	–	0.05%	105
2026 Q1	$222K	Buy	+4,112	New	+$215K	0.05%	111
2025 Q4	–	Sell	-4,431	Closed	-$215K	–	121
2025 Q3	$215K	Hold	4,431	–	–	0.05%	121
2025 Q2	$222K	Hold	4,431	–	–	0.06%	117
2025 Q1	$236K	Sell	4,431 -610	-12%	-$32.1K	0.08%	108
2024 Q4	$249K	Sell	5,041 -8,680	-63%	-$426K	0.08%	115
2024 Q3	$658K	Sell	13,721 -1,426	-9%	-$68.5K	0.21%	98
2024 Q2	$735K	Sell	15,147 -39	-0.3%	-$1.85K	0.22%	96
2024 Q1	$732K	Sell	15,186 -240	-2%	-$11.1K	0.22%	96
2023 Q4	$683K	Sell	15,426 -940	-6%	-$41.9K	0.22%	96
2023 Q3	$730K	Sell	16,366 -269	-2%	-$11.8K	0.27%	89
2023 Q2	$714K	Buy	16,635 +82	+0.5%	+$3.45K	0.26%	92
2023 Q1	$689K	Sell	16,553 -1,772	-10%	-$74.9K	0.26%	96
2022 Q4	$757K	Sell	18,325 -266	-1%	-$11.1K	0.36%	75
2022 Q3	$733K	Buy	+18,591	New	+$752K	0.34%	88
2020 Q2	–	Sell	-25,954	Closed	-$491K	–	93
2020 Q1	$491K	Buy	+25,954	New	+$969K	0.35%	77
2019 Q3	$3.24M	Sell	71,872 -859	-1%	-$44.3K	1.92%	9
2019 Q2	$3.92M	Buy	+72,731	New	+$3.83M	2.49%	6
2018 Q4	$2.13M	Sell	46,348 -175	-0.4%	-$9.22K	1.62%	14
2018 Q3	$2.67M	Buy	46,523 +1,002	+2%	+$58.3K	1.69%	17
2018 Q2	$2.5M	Buy	45,521 +1,863	+4%	+$102K	1.76%	11
2018 Q1	$2.2M	Sell	43,658 -1,621	-4%	-$94.6K	1.62%	10
2017 Q4	$2.68M	Buy	+45,279	New	+$2.64M	2.01%	9

Other funds holding MLPA

ECM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

SWS Partners's MLPA Position: Q2 2026 in Review

SWS Partners held its Global X MLP ETF (MLPA) position steady in Q2 2026 at 4,112 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #105.

SWS Partners first reported a position in MLPA in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.92M in Q2 2019. 139 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

SWS Partners held 4,112 shares of Global X MLP ETF worth $218K as of Q2 2026.
SWS Partners left its Global X MLP ETF share count unchanged in Q2 2026.
Global X MLP ETF made up 0.05% of SWS Partners's portfolio in Q2 2026, its #105 holding.
SWS Partners first reported a position in Global X MLP ETF in Q4 2017 and has held it in 23 quarters since.
SWS Partners's Global X MLP ETF position peaked at $3.92M in Q2 2019.
139 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.