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NFP Retirement Inc’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

NFP Retirement Inc’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
2025
Q4 		– Sell
-6,498
Closed -$341K – 316
2025
Q3 		$341K Buy
6,498
+814
+14% +$41.6K 0.02% 241
2025
Q2 		$282K Buy
5,684
+324
+6% +$15.3K 0.02% 253
2025
Q1 		$263K Buy
5,360
+214
+4% +$10.7K 0.02% 241
2024
Q4 		$255K Buy
+5,146
New +$260K 0.02% 257

Other funds holding PY

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFP Retirement Inc's PY Position: Q4 2025 in Review

NFP Retirement Inc sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q4 2025, closing a stake of 6,498 shares — an estimated $341K sold.

NFP Retirement Inc first reported a position in PY in Q4 2024 and held it in 4 quarters. The position peaked at $341K in Q3 2025. 19 funds tracked by Wall St. Rank hold PY as of Q4 2025.

  • NFP Retirement Inc reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q4 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 6,498 Principal Exchange-Traded Funds Principal Value ETF shares in Q4 2025, an estimated $341K.
  • NFP Retirement Inc first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2024 and held it in 4 quarters.
  • NFP Retirement Inc's Principal Exchange-Traded Funds Principal Value ETF position peaked at $341K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q4 2025.

Based on NFP Retirement Inc's 13F filing for Q4 2025, filed 18 Feb 2026.