PRINCIPAL SECURITIES, INC. MLPX — GLOBAL X FDS

Ownership history in PRINCIPAL SECURITIES, INC.  ·  9 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported GLOBAL X FDS (MLPX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.25% in 2023 Q4. The latest visible filing shows MLPX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MLPX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MLPX stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held MLPX — position size vs. price
% of Fund (quarterly)    MLPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 75.3% +23.5% ❌ 47,945 -146,197 -75.3% 0.04% $2.9M 2026-02-14 (Est.) $69.73
2025 Q3 ADDED — — — 194,142 +18,591 +10.6% 0.20% $12.2M 2025-11-12 $58.92
2025 Q2 ADDED — — — 175,551 +6,770 +4.0% 0.21% $11.0M 2025-08-11 $58.67
2025 Q1 UNCHANGED — — — 168,781 — 0% 0.23% $10.2M 2025-04-30 $57.27
2024 Q4 REDUCED — — — 168,781 -3,678 -2.1% 0.23% $10.2M 2025-01-30 $60.74
2024 Q3 ADDED — — — 172,459 +5,549 +3.3% 0.23% $9.4M 2024-10-28 $52.72
2024 Q2 ADDED — — — 166,910 +7,793 +4.9% 0.23% $8.5M 2024-07-31 $48.77
2024 Q1 ADDED — — — 159,117 +8,600 +5.7% 0.24% $7.8M 2024-05-10 $45.29
2023 Q4 INITIATED — — — 150,517 — — 0.25% $6.7M 2024-02-07 $39.38

🏢 Other funds also holding MLPX

As of 2026 Q1 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 9.97% Presidio Capital Management, LLC 3Y 4.83% Curran Financial Partners, LLC 3Y 4.09% Warner Group LLC 3.55% DDFG, Inc 3Y 2.18% Seascape Capital Management 3Y 7Y 1.91% SHARPEPOINT LLC 1.41% Collaborative Wealth Managment Inc. 3Y 1.35% Old Port Advisors 3Y 7Y 1.34% Rooted Wealth Advisors, Inc. 3Y 1.32%

FAQ About PRINCIPAL SECURITIES, INC. and MLPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning MLPX?

PRINCIPAL SECURITIES, INC. reported MLPX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MLPX position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for MLPX was 0.25% in 2023 Q4.

What is the latest reported MLPX position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL SECURITIES, INC. reported 47,945 shares, equal to 0.04% of portfolio, with an estimated market value of $2.9M.

What does the chart on this MLPX ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly MLPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their MLPX position?

Based on 13F filing dates vs. subsequent MLPX price moves, PRINCIPAL SECURITIES, INC. correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on MLPX relative to SPY over the holding period was +12.2%.

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