LPL Financial’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
49,797
+18,746
| +60% | +$929K | ﹤0.01% | 2912 |
|
|
2025
Q1 | $1.52M | Buy |
31,051
+7,838
| +34% | +$385K | ﹤0.01% | 3164 |
|
|
2024
Q4 | $1.15M | Buy |
23,213
+3,973
| +21% | +$197K | ﹤0.01% | 3347 |
|
|
2024
Q3 | $964K | Buy |
19,240
+863
| +5% | +$43.2K | ﹤0.01% | 3396 |
|
|
2024
Q2 | $845K | Buy |
18,377
+2,124
| +13% | +$97.6K | ﹤0.01% | 3371 |
|
|
2024
Q1 | $762K | Buy |
16,253
+2,594
| +19% | +$122K | ﹤0.01% | 3388 |
|
|
2023
Q4 | $592K | Sell |
13,659
-2,164
| -14% | -$93.9K | ﹤0.01% | 3493 |
|
|
2023
Q3 | $623K | Buy |
15,823
+2,691
| +20% | +$106K | ﹤0.01% | 3267 |
|
|
2023
Q2 | $545K | Buy |
13,132
+1,936
| +17% | +$80.4K | ﹤0.01% | 3342 |
|
|
2023
Q1 | $453K | Buy |
+11,196
| New | +$453K | ﹤0.01% | 3400 |
|