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Integrity Wealth Partners’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Integrity Wealth 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
2026
Q1 		$308K Buy
+5,973
New +$314K 0.28% 77

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 $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
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrity Wealth Partners's PY Position: Q1 2026 in Review

Integrity Wealth Partners opened a new position in Principal Exchange-Traded Funds Principal Value ETF (PY) in Q1 2026: 5,973 shares worth $308K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

  • Integrity Wealth Partners held 5,973 shares of Principal Exchange-Traded Funds Principal Value ETF worth $308K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal Value ETF was a new Integrity Wealth Partners position in Q1 2026.
  • Principal Exchange-Traded Funds Principal Value ETF made up 0.28% of Integrity Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on Integrity Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.