Envestnet Asset Management
LCAP

Envestnet Asset Management’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Envestnet Asset Management’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190M Buy
5,746,819
+961,846
+20% +$30.8M 0.05% 374
2026
Q1 		$139M Buy
4,784,973
+1,854,428
+63% +$55.6M 0.04% 429
2025
Q4 		$86.6M Buy
2,930,545
+2,149,415
+275% +$63.3M 0.03% 539
2025
Q3 		$22.7M Buy
781,130
+372,855
+91% +$10.3M 0.01% 1190
2025
Q2 		$11M Buy
+408,275
New +$10.3M ﹤0.01% 1676

Other funds holding LCAP

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Envestnet Asset Management's LCAP Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Capital Appreciation Select ETF (LCAP) stake by 20% in Q2 2026, buying an estimated $30.8M and bringing the position to 5,746,819 shares worth $190M. The position accounts for 0.05% of the portfolio, ranked #374.

Envestnet Asset Management first reported a position in LCAP in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Envestnet Asset Management held 5,746,819 shares of Principal Capital Appreciation Select ETF worth $190M as of Q2 2026.
  • Envestnet Asset Management bought 961,846 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $30.8M.
  • Principal Capital Appreciation Select ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #374 holding.
  • Envestnet Asset Management first reported a position in Principal Capital Appreciation Select ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.