Principia Wealth Advisory’s Global X MLP ETF MLPA Stock Holding History
Bought
Maintained
Sold
Other funds holding MLPA
ECM
GI
Principia Wealth Advisory's MLPA Position: Q4 2025 in Review
Principia Wealth Advisory reduced its Global X MLP ETF (MLPA) stake by 22% in Q4 2025, selling an estimated $174K and leaving 12,897 shares worth $624K. The position accounts for 0.39% of the portfolio, ranked #41.
Principia Wealth Advisory first reported a position in MLPA in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.24M in Q4 2024. 233 funds tracked by Wall St. Rank hold MLPA as of Q4 2025.
- Principia Wealth Advisory held 12,897 shares of Global X MLP ETF worth $624K as of Q4 2025.
- Principia Wealth Advisory sold 3,608 Global X MLP ETF shares in Q4 2025, an estimated $174K.
- Global X MLP ETF made up 0.39% of Principia Wealth Advisory's portfolio in Q4 2025, its #41 holding.
- Principia Wealth Advisory first reported a position in Global X MLP ETF in Q4 2024 and has held it in 5 quarters since.
- Principia Wealth Advisory's Global X MLP ETF position peaked at $3.24M in Q4 2024.
- 233 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.