LPL Financial
PY icon

LPL Financial’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

LPL Financial’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 		$1.51M Buy
29,401
+2,946
+11% +$155K ﹤0.01% 3777
2025
Q4 		$1.38M Buy
26,455
+863
+3% +$44.8K ﹤0.01% 3746
2025
Q3 		$1.34M Sell
25,592
-24,205
-49% -$1.24M ﹤0.01% 3716
2025
Q2 		$2.47M Buy
49,797
+18,746
+60% +$887K ﹤0.01% 2929
2025
Q1 		$1.52M Buy
31,051
+7,838
+34% +$392K ﹤0.01% 3191
2024
Q4 		$1.15M Buy
23,213
+3,973
+21% +$201K ﹤0.01% 3377
2024
Q3 		$964K Buy
19,240
+863
+5% +$41.1K ﹤0.01% 3444
2024
Q2 		$845K Buy
18,377
+2,124
+13% +$96.4K ﹤0.01% 3415
2024
Q1 		$762K Buy
16,253
+2,594
+19% +$115K ﹤0.01% 3426
2023
Q4 		$592K Sell
13,659
-2,164
-14% -$86.9K ﹤0.01% 3530
2023
Q3 		$623K Buy
15,823
+2,691
+20% +$111K ﹤0.01% 3294
2023
Q2 		$545K Buy
13,132
+1,936
+17% +$77.7K ﹤0.01% 3370
2023
Q1 		$453K Buy
+11,196
New +$459K ﹤0.01% 3415

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's PY Position: Q1 2026 in Review

LPL Financial increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 11% in Q1 2026, buying an estimated $155K and bringing the position to 29,401 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

LPL Financial first reported a position in PY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.47M in Q2 2025. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

  • LPL Financial held 29,401 shares of Principal Exchange-Traded Funds Principal Value ETF worth $1.51M as of Q1 2026.
  • LPL Financial bought 2,946 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $155K.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3777 holding.
  • LPL Financial first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q1 2023 and has held it in 13 quarters since.
  • LPL Financial's Principal Exchange-Traded Funds Principal Value ETF position peaked at $2.47M in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.