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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Sell
29,540
-2,883
-9% -$145K 1.26% 21
2025
Q1 		$1.57M Sell
32,423
-33,231
-51% -$1.61M 1.5% 18
2024
Q4 		$3.24M Buy
+65,654
New +$3.24M 3.05% 10