Ownership history in Trinity Legacy Partners, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Trinity Legacy Partners, LLC reported a position in GLOBAL X FDS (MLPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Trinity Legacy Partners, LLC underperformed the S&P 500 by β1.4% annually on this MLPX position. Timing score: 62% (8/13 decisions correct). Average cost basis: $33.09. Maximum drawdown during holding period: β2.1%.
β οΈ Trailed SPY by 1.4% ann. on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $31.29 (2022 Q3) Β· Worst: $61.16 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 4 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size