Principal Securities’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Principal Securities’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	16,066 -1,107	-6%	-$81.4K	0.01%	729
2026 Q1	$1.27M	Sell	17,173 -30,772	-64%	-$2.1M	0.02%	647
2025 Q4	$2.9M	Sell	47,945 -146,197	-75%	-$8.76M	0.04%	353
2025 Q3	$12.2M	Buy	194,142 +18,591	+11%	+$1.14M	0.2%	96
2025 Q2	$11M	Buy	175,551 +6,770	+4%	+$411K	0.21%	94
2025 Q1	$10.2M	Hold	168,781	–	–	0.23%	87
2024 Q4	$10.2M	Sell	168,781 -3,678	-2%	-$219K	0.23%	86
2024 Q3	$9.39M	Buy	172,459 +5,549	+3%	+$293K	0.23%	88
2024 Q2	$8.52M	Buy	166,910 +7,793	+5%	+$384K	0.23%	81
2024 Q1	$7.8M	Buy	159,117 +8,600	+6%	+$392K	0.24%	82
2023 Q4	$6.72M	Buy	+150,517	New	+$6.54M	0.25%	81

Other funds holding MLPX

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

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Securities's MLPX Position: Q2 2026 in Review

Principal Securities reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 6.4% in Q2 2026, selling an estimated $81.4K and leaving 16,066 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #729.

Principal Securities first reported a position in MLPX in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2025. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Principal Securities held 16,066 shares of Global X MLP & Energy Infrastructure ETF worth $1.18M as of Q2 2026.
Principal Securities sold 1,107 Global X MLP & Energy Infrastructure ETF shares in Q2 2026, an estimated $81.4K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #729 holding.
Principal Securities first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Global X MLP & Energy Infrastructure ETF position peaked at $12.2M in Q3 2025.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

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