Principia Wealth Advisory’s Global X MLP ETF MLPA Stock Holding History

Principia Wealth 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 Q2	$113K	Sell	2,123 -1,798	-46%	-$96.9K	0.06%	107
2026 Q1	$211K	Sell	3,921 -8,976	-70%	-$470K	0.12%	71
2025 Q4	$624K	Sell	12,897 -3,608	-22%	-$174K	0.39%	41
2025 Q3	$799K	Sell	16,505 -13,035	-44%	-$648K	0.55%	30
2025 Q2	$1.48M	Sell	29,540 -2,883	-9%	-$144K	1.26%	21
2025 Q1	$1.57M	Sell	32,423 -33,231	-51%	-$1.75M	1.5%	18
2024 Q4	$3.24M	Buy	+65,654	New	+$3.22M	3.05%	10

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

Principia Wealth Advisory's MLPA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Global X MLP ETF (MLPA) stake by 46% in Q2 2026, selling an estimated $96.9K and leaving 2,123 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #107.

Principia Wealth Advisory first reported a position in MLPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q4 2024. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Principia Wealth Advisory held 2,123 shares of Global X MLP ETF worth $113K as of Q2 2026.
Principia Wealth Advisory sold 1,798 Global X MLP ETF shares in Q2 2026, an estimated $96.9K.
Global X MLP ETF made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #107 holding.
Principia Wealth Advisory first reported a position in Global X MLP ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Global X MLP ETF position peaked at $3.24M in Q4 2024.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.