Fidelity Investments’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Fidelity Investments’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 Q1	$2.29K	Buy	45 +16	+55%	+$841	﹤0.01%	5018
2025 Q4	$153	Buy	29 +2	+7%	+$104	﹤0.01%	5226
2025 Q3	$143	Sell	27 -2	-7%	-$102	﹤0.01%	5177
2025 Q2	$1.47K	Buy	29 +2	+7%	+$95	﹤0.01%	4905
2025 Q1	$1.39K	Buy	+27	New	+$1.35K	﹤0.01%	4929

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 $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 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

IWP

Integrity Wealth Partners Walnut Creek, California $111M AUM

Fidelity Investments's PY Position: Q1 2026 in Review

Fidelity Investments increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 55% in Q1 2026, buying an estimated $841 and bringing the position to 45 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #5018.

Fidelity Investments first reported a position in PY in Q1 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

Fidelity Investments held 45 shares of Principal Exchange-Traded Funds Principal Value ETF worth $2.29K as of Q1 2026.
Fidelity Investments bought 16 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $841.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5018 holding.
Fidelity Investments first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q1 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.