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LCAP

NewEdge Advisors’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

NewEdge Advisors’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.95M Buy
+270,115
New +$8.66M 0.03% 545

Other funds holding LCAP

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors's LCAP Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Principal Capital Appreciation Select ETF (LCAP) in Q2 2026: 270,115 shares worth $8.95M. The stake represents 0.03% of the portfolio and ranks #545 among its holdings.

13 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • NewEdge Advisors held 270,115 shares of Principal Capital Appreciation Select ETF worth $8.95M as of Q2 2026.
  • Principal Capital Appreciation Select ETF was a new NewEdge Advisors position in Q2 2026.
  • Principal Capital Appreciation Select ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #545 holding.
  • 13 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.