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 Q3	$69.4K	Sell	1,304 -819	-39%	-$45.8K	0.03%	120
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Principia Wealth Advisory's MLPA Position: Q3 2026 in Review

Principia Wealth Advisory reduced its Global X MLP ETF (MLPA) stake by 39% in Q3 2026, selling an estimated $45.8K and leaving 1,304 shares worth $69.4K. The position accounts for 0.03% of the portfolio, ranked #120.

Principia Wealth Advisory first reported a position in MLPA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.24M in Q4 2024. 206 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Principia Wealth Advisory held 1,304 shares of Global X MLP ETF worth $69.4K as of Q3 2026.
Principia Wealth Advisory sold 819 Global X MLP ETF shares in Q3 2026, an estimated $45.8K.
Global X MLP ETF made up 0.03% of Principia Wealth Advisory's portfolio in Q3 2026, its #120 holding.
Principia Wealth Advisory first reported a position in Global X MLP ETF in Q4 2024 and has held it in 8 quarters since.
Principia Wealth Advisory's Global X MLP ETF position peaked at $3.24M in Q4 2024.
206 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.