Cetera Investment Advisers’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Cetera Investment Advisers’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	$255K	Buy	4,739 +479	+11%	+$25.6K	﹤0.01%	4292
2026 Q1	$219K	Hold	4,260	–	–	﹤0.01%	4229
2025 Q4	$222K	Hold	4,260	–	–	﹤0.01%	4166
2025 Q3	$224K	Hold	4,260	–	–	﹤0.01%	4077
2025 Q2	$211K	Sell	4,260 -44	-1%	-$2.08K	﹤0.01%	3692
2025 Q1	$211K	Buy	4,304 +44	+1%	+$2.2K	﹤0.01%	3562
2024 Q4	$211K	Hold	4,260	–	–	﹤0.01%	3397
2024 Q3	$213K	Sell	4,260 -245	-5%	-$11.7K	﹤0.01%	3336
2024 Q2	$207K	Buy	4,505 +129	+3%	+$5.85K	﹤0.01%	3334
2024 Q1	$205K	Buy	+4,376	New	+$194K	﹤0.01%	3337
2023 Q2	–	Sell	-12,620	Closed	-$511K	–	2281
2023 Q1	$511K	Buy	12,620 +5,136	+69%	+$211K	﹤0.01%	1414
2022 Q4	$306K	Buy	+7,484	New	+$304K	﹤0.01%	1659

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers's PY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 11% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,739 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Cetera Investment Advisers first reported a position in PY in Q4 2022 and has held it in 12 quarters since. The position peaked at $511K in Q1 2023. 20 funds tracked by Wall St. Rank hold PY as of Q2 2026.

Cetera Investment Advisers held 4,739 shares of Principal Exchange-Traded Funds Principal Value ETF worth $255K as of Q2 2026.
Cetera Investment Advisers bought 479 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $25.6K.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4292 holding.
Cetera Investment Advisers first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2022 and has held it in 12 quarters since.
Cetera Investment Advisers's Principal Exchange-Traded Funds Principal Value ETF position peaked at $511K in Q1 2023.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.