CIA
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Cape Investment Advisory’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Cape Investment Advisory’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.3K Buy
451
+74
+20% +$3.67K 0.01% 486
2025
Q1 		$18.5K Buy
377
+324
+611% +$15.9K 0.01% 494
2024
Q4 		$2.62K Buy
+53
New +$2.62K ﹤0.01% 844