Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$939K Buy
17,424
+1,143
+7% +$61.1K ﹤0.01% 2372
2026
Q1 		$838K Sell
16,281
-290
-2% -$15.2K ﹤0.01% 2329
2025
Q4 		$865K Buy
16,571
+695
+4% +$36.1K ﹤0.01% 2212
2025
Q3 		$833K Buy
15,876
+2,850
+22% +$146K ﹤0.01% 2195
2025
Q2 		$646K Buy
13,026
+882
+7% +$41.7K ﹤0.01% 2315
2025
Q1 		$596K Buy
12,144
+745
+7% +$37.3K ﹤0.01% 2263
2024
Q4 		$564K Buy
11,399
+6,378
+127% +$323K ﹤0.01% 2330
2024
Q3 		$252K Sell
5,021
-3
-0.1% -$143 ﹤0.01% 2964
2024
Q2 		$231K Sell
5,024
-947
-16% -$43K ﹤0.01% 2918
2024
Q1 		$280K Sell
5,971
-6,817
-53% -$302K ﹤0.01% 2758
2023
Q4 		$555K Buy
12,788
+2,312
+22% +$92.9K ﹤0.01% 2106
2023
Q3 		$413K Sell
10,476
-2,799
-21% -$115K ﹤0.01% 2239
2023
Q2 		$551K Sell
13,275
-6,297
-32% -$253K ﹤0.01% 2053
2023
Q1 		$792K Sell
19,572
-575
-3% -$23.6K ﹤0.01% 1731
2022
Q4 		$824K Buy
20,147
+420
+2% +$17.1K ﹤0.01% 1644
2022
Q3 		$725K Buy
19,727
+325
+2% +$13K ﹤0.01% 1693
2022
Q2 		$753K Buy
19,402
+458
+2% +$19.3K ﹤0.01% 1667
2022
Q1 		$840K Buy
18,944
+871
+5% +$37.8K ﹤0.01% 1696
2021
Q4 		$804K Buy
+18,073
New +$786K ﹤0.01% 1733

Other funds holding PY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors's PY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 7% in Q2 2026, buying an estimated $61.1K and bringing the position to 17,424 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Cambridge Investment Research Advisors first reported a position in PY in Q4 2021 and has held it in 19 quarters since. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Cambridge Investment Research Advisors held 17,424 shares of Principal Exchange-Traded Funds Principal Value ETF worth $939K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,143 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $61.1K.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2372 holding.
  • Cambridge Investment Research Advisors first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.