Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Capital Investment Advisory Services’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	$1.03M	Sell	19,141 -2,206	-10%	-$118K	0.06%	300
2026 Q1	$1.1M	Sell	21,347 -5,807	-21%	-$305K	0.08%	241
2025 Q4	$1.42M	Buy	27,154 +11	+0%	+$571	0.1%	199
2025 Q3	$1.42M	Sell	27,143 -6,963	-20%	-$356K	0.11%	186
2025 Q2	$1.69M	Buy	34,106 +9,030	+36%	+$427K	0.14%	159
2025 Q1	$1.23M	Buy	25,076 +19,036	+315%	+$953K	0.11%	185
2024 Q4	$299K	Buy	6,040 +3,682	+156%	+$186K	0.03%	398
2024 Q3	$118K	Buy	2,358 +2,340	+13,000%	+$112K	0.01%	568
2024 Q2	$827	Buy	+18	New	+$817	﹤0.01%	942

Other funds holding PY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Investment Advisory Services's PY Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 10% in Q2 2026, selling an estimated $118K and leaving 19,141 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #300.

Capital Investment Advisory Services first reported a position in PY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q2 2025. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

Capital Investment Advisory Services held 19,141 shares of Principal Exchange-Traded Funds Principal Value ETF worth $1.03M as of Q2 2026.
Capital Investment Advisory Services sold 2,206 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $118K.
Principal Exchange-Traded Funds Principal Value ETF made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #300 holding.
Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2024 and has held it in 9 quarters since.
Capital Investment Advisory Services's Principal Exchange-Traded Funds Principal Value ETF position peaked at $1.69M in Q2 2025.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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