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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8K Buy
+664
New +$35.5K 0.01% 577
2026
Q1 		– Sell
-830
Closed -$43.3K – 939
2025
Q4 		$43.3K Buy
+830
New +$43.1K 0.01% 449
2025
Q3 		– Sell
-451
Closed -$22.3K – 1104
2025
Q2 		$22.3K Buy
451
+74
+20% +$3.5K 0.01% 486
2025
Q1 		$18.5K Buy
377
+324
+611% +$16.2K 0.01% 494
2024
Q4 		$2.62K Buy
+53
New +$2.68K ﹤0.01% 844

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Cape Investment Advisory opened a new position in Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2026: 664 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PY as recently as Q4 2025.

Cape Investment Advisory first reported a position in PY in Q4 2024 and has held it in 5 quarters since. The position peaked at $43.3K in Q4 2025. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Cape Investment Advisory held 664 shares of Principal Exchange-Traded Funds Principal Value ETF worth $35.8K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal Value ETF was a new Cape Investment Advisory position in Q2 2026.
  • Principal Exchange-Traded Funds Principal Value ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #577 holding.
  • Cape Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Cape Investment Advisory's Principal Exchange-Traded Funds Principal Value ETF position peaked at $43.3K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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