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GHP Investment Advisors’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

GHP Investment Advisors’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
2025
Q1 		– Sell
-114
Closed -$5.64K – 1020
2024
Q4 		$5.64K Buy
+114
New +$5.77K ﹤0.01% 775

Other funds holding PY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GHP Investment Advisors's PY Position: Q1 2025 in Review

GHP Investment Advisors sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q1 2025, closing a stake of 114 shares — an estimated $5.64K sold.

GHP Investment Advisors first reported a position in PY in Q4 2024 and held it in 1 quarter. The position peaked at $5.64K in Q4 2024. 18 funds tracked by Wall St. Rank hold PY as of Q1 2025.

  • GHP Investment Advisors reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 114 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2025, an estimated $5.64K.
  • GHP Investment Advisors first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Principal Exchange-Traded Funds Principal Value ETF position peaked at $5.64K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.