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John Overdeck’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

John Overdeck’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 		$523K Buy
+9,700
New +$519K ﹤0.01% 4130
2025
Q4 		– Sell
-22,800
Closed -$1.2M – 4352
2025
Q3 		$1.2M Sell
22,800
-9,500
-29% -$485K ﹤0.01% 2460
2025
Q2 		$1.6M Buy
+32,300
New +$1.53M ﹤0.01% 1977

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
Cambridge Investment Research Advisors
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
GS
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

John Overdeck's PY Position: Q2 2026 in Review

John Overdeck opened a new position in Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2026: 9,700 shares worth $523K. The stake represents ﹤0.01% of the portfolio and ranks #4130 among its holdings. This is a return to the name: John Overdeck previously reported a position in PY as recently as Q3 2025.

John Overdeck first reported a position in PY in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q2 2025. 20 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • John Overdeck held 9,700 shares of Principal Exchange-Traded Funds Principal Value ETF worth $523K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal Value ETF was a new John Overdeck position in Q2 2026.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4130 holding.
  • John Overdeck first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2025 and has held it in 3 quarters since.
  • John Overdeck's Principal Exchange-Traded Funds Principal Value ETF position peaked at $1.6M in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.