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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's MLPX Position: Q1 2026 in Review

Principal Securities reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 64% in Q1 2026, selling an estimated $2.1M and leaving 17,173 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #647.

Principal Securities first reported a position in MLPX in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q3 2025. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Principal Securities held 17,173 shares of Global X MLP & Energy Infrastructure ETF worth $1.27M as of Q1 2026.
Principal Securities sold 30,772 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $2.1M.
Global X MLP & Energy Infrastructure ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #647 holding.
Principal Securities first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Global X MLP & Energy Infrastructure ETF position peaked at $12.2M in Q3 2025.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.