Northwestern Mutual Wealth Management’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Northwestern Mutual Wealth Management’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	$6.92K	Buy	134 +6	+5%	+$315	﹤0.01%	3197
2025 Q4	$6.7K	Sell	128 -6	-4%	-$311	﹤0.01%	3128
2025 Q3	$7.03K	Buy	134 +8	+6%	+$409	﹤0.01%	3026
2025 Q2	$6.24K	Buy	+126	New	+$5.96K	﹤0.01%	2948
2025 Q1	–	Sell	-5	Closed	-$249	–	3897
2024 Q4	$249	Buy	+5	New	+$253	﹤0.01%	3436
2024 Q3	–	Sell	-15	Closed	-$690	–	3808
2024 Q2	$690	Buy	+15	New	+$681	﹤0.01%	3252
2022 Q4	–	Sell	-7,477	Closed	-$275K	–	3447
2022 Q3	$275K	Buy	7,477 +397	+6%	+$15.9K	﹤0.01%	1283
2022 Q2	$275K	Buy	+7,080	New	+$298K	﹤0.01%	1287

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 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

Northwestern Mutual Wealth Management's PY Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 4.7% in Q1 2026, buying an estimated $315 and bringing the position to 134 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Northwestern Mutual Wealth Management first reported a position in PY in Q2 2022 and has held it in 8 quarters since. The position peaked at $275K in Q3 2022. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

Northwestern Mutual Wealth Management held 134 shares of Principal Exchange-Traded Funds Principal Value ETF worth $6.92K as of Q1 2026.
Northwestern Mutual Wealth Management bought 6 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $315.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3197 holding.
Northwestern Mutual Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2022 and has held it in 8 quarters since.
Northwestern Mutual Wealth Management's Principal Exchange-Traded Funds Principal Value ETF position peaked at $275K in Q3 2022.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.