Cape Investment Advisory’s Principal International Equity ETF PIEQ Stock Holding History

Cape Investment Advisory’s Portfolio PIEQ Stock Details PIEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.9K	Buy	+1,891	New	+$66.8K	0.02%	417
2026 Q1	–	Sell	-2,627	Closed	-$86.6K	–	1287
2025 Q4	$86.6K	Buy	+2,627	New	+$84.7K	0.03%	325
2025 Q3	–	Sell	-401	Closed	-$11.7K	–	1225
2025 Q2	$11.7K	Buy	401 +335	+508%	+$9.11K	﹤0.01%	608
2025 Q1	$1.74K	Buy	+66	New	+$1.72K	﹤0.01%	909

Other funds holding PIEQ

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Cape Investment Advisory's PIEQ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Principal International Equity ETF (PIEQ) in Q2 2026: 1,891 shares worth $67.9K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PIEQ as recently as Q4 2025.

Cape Investment Advisory first reported a position in PIEQ in Q1 2025 and has held it in 4 quarters since. The position peaked at $86.6K in Q4 2025. 25 funds tracked by Wall St. Rank hold PIEQ as of Q2 2026.

Cape Investment Advisory held 1,891 shares of Principal International Equity ETF worth $67.9K as of Q2 2026.
Principal International Equity ETF was a new Cape Investment Advisory position in Q2 2026.
Principal International Equity ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #417 holding.
Cape Investment Advisory first reported a position in Principal International Equity ETF in Q1 2025 and has held it in 4 quarters since.
Cape Investment Advisory's Principal International Equity ETF position peaked at $86.6K in Q4 2025.
25 funds tracked by Wall St. Rank held Principal International Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.