KAS
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Kestra Advisory Services’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Kestra Advisory Services’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 		$553K Sell
10,265
-42
-0.4% -$2.25K ﹤0.01% 2264
2026
Q1 		$531K Sell
10,307
-326
-3% -$17.1K ﹤0.01% 2173
2025
Q4 		$555K Buy
+10,633
New +$552K ﹤0.01% 2066

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
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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kestra Advisory Services's PY Position: Q2 2026 in Review

Kestra Advisory Services reduced its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 0.41% in Q2 2026, selling an estimated $2.25K and leaving 10,265 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Kestra Advisory Services first reported a position in PY in Q4 2025 and has held it in 3 quarters since. The position peaked at $555K in Q4 2025. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Kestra Advisory Services held 10,265 shares of Principal Exchange-Traded Funds Principal Value ETF worth $553K as of Q2 2026.
  • Kestra Advisory Services sold 42 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $2.25K.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2264 holding.
  • Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Principal Exchange-Traded Funds Principal Value ETF position peaked at $555K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.