Next Level Private’s Principal International Equity ETF PIEQ Stock Holding History

Next Level Private’s Portfolio PIEQ Stock Details PIEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$914K	Sell	25,389 -42	-0.2%	-$1.53K	0.18%	87
2026 Q2	$913K	Sell	25,431 -11	-0%	-$389	0.18%	84
2026 Q1	$864K	Buy	25,442 +677	+3%	+$23.4K	0.2%	79
2025 Q4	$816K	Buy	+24,765	New	+$798K	0.21%	77

Other funds holding PIEQ

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

CIA

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

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Next Level Private's PIEQ Position: Q3 2026 in Review

Next Level Private reduced its Principal International Equity ETF (PIEQ) stake by 0.17% in Q3 2026, selling an estimated $1.53K and leaving 25,389 shares worth $914K. The position accounts for 0.18% of the portfolio, ranked #87.

Next Level Private first reported a position in PIEQ in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold PIEQ as of Q3 2026.

Next Level Private held 25,389 shares of Principal International Equity ETF worth $914K as of Q3 2026.
Next Level Private sold 42 Principal International Equity ETF shares in Q3 2026, an estimated $1.53K.
Principal International Equity ETF made up 0.18% of Next Level Private's portfolio in Q3 2026, its #87 holding.
Next Level Private first reported a position in Principal International Equity ETF in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Principal International Equity ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.