Cardan Capital Partners’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Cardan Capital Partners’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
2021 Q3	$8.58M	Buy	203,530 +3,175	+2%	+$135K	0.96%	32
2021 Q2	$8.49M	Buy	200,355 +9,002	+5%	+$381K	0.94%	34
2021 Q1	$7.76M	Buy	191,353 +61,585	+47%	+$2.33M	0.93%	34
2020 Q4	$4.36M	Buy	129,768 +5,952	+5%	+$190K	0.54%	55
2020 Q3	$3.43M	Sell	123,816 -13,124	-10%	-$381K	0.46%	76
2020 Q2	$3.81M	Buy	136,940 +12,035	+10%	+$312K	0.55%	59
2020 Q1	$2.85M	Buy	+124,905	New	+$3.76M	0.47%	62

Other funds holding PY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Cardan Capital Partners's PY Position: Q3 2021 in Review

Cardan Capital Partners increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 1.6% in Q3 2021, buying an estimated $135K and bringing the position to 203,530 shares worth $8.58M. The position accounts for 0.96% of the portfolio, ranked #32.

Cardan Capital Partners first reported a position in PY in Q1 2020 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold PY as of Q3 2021.

Cardan Capital Partners held 203,530 shares of Principal Exchange-Traded Funds Principal Value ETF worth $8.58M as of Q3 2021.
Cardan Capital Partners bought 3,175 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2021, an estimated $135K.
Principal Exchange-Traded Funds Principal Value ETF made up 0.96% of Cardan Capital Partners's portfolio in Q3 2021, its #32 holding.
Cardan Capital Partners first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q1 2020 and has held it in 7 quarters since.
5 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.