Principal Securities’s Global X MLP ETF MLPA Stock Holding History

Principal Securities’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	$741K	Buy	13,959 +1,085	+8%	+$58.5K	0.01%	898
2026 Q1	$694K	Sell	12,874 -145	-1%	-$7.59K	0.01%	860
2025 Q4	$630K	Buy	13,019 +484	+4%	+$23.3K	0.01%	848
2025 Q3	$607K	Sell	12,535 -879	-7%	-$43.7K	0.01%	839
2025 Q2	$673K	Buy	13,414 +336	+3%	+$16.7K	0.01%	739
2025 Q1	$646K	Hold	13,078	–	–	0.01%	687
2024 Q4	$646K	Buy	13,078 +878	+7%	+$43.1K	0.01%	682
2024 Q3	$585K	Buy	12,200 +773	+7%	+$37.1K	0.01%	705
2024 Q2	$554K	Buy	11,427 +7,289	+176%	+$346K	0.02%	667
2024 Q1	$200K	Buy	4,138 +1,938	+88%	+$89.5K	0.01%	1018
2023 Q4	$97.5K	Buy	+2,200	New	+$98.1K	﹤0.01%	1200

Other funds holding MLPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Principal Securities's MLPA Position: Q2 2026 in Review

Principal Securities increased its Global X MLP ETF (MLPA) stake by 8.4% in Q2 2026, buying an estimated $58.5K and bringing the position to 13,959 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #898.

Principal Securities first reported a position in MLPA in Q4 2023 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Principal Securities held 13,959 shares of Global X MLP ETF worth $741K as of Q2 2026.
Principal Securities bought 1,085 Global X MLP ETF shares in Q2 2026, an estimated $58.5K.
Global X MLP ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #898 holding.
Principal Securities first reported a position in Global X MLP ETF in Q4 2023 and has held it in 11 quarters since.
248 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.