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 Q3	$578K	Buy	10,355 +90	+0.9%	+$5.11K	﹤0.01%	2375
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 Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services's PY Position: Q3 2026 in Review

Kestra Advisory Services increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 0.88% in Q3 2026, buying an estimated $5.11K and bringing the position to 10,355 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Kestra Advisory Services first reported a position in PY in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold PY as of Q3 2026.

Kestra Advisory Services held 10,355 shares of Principal Exchange-Traded Funds Principal Value ETF worth $578K as of Q3 2026.
Kestra Advisory Services bought 90 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2026, an estimated $5.11K.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2375 holding.
Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.