Principal Financial Group’s Principal U.S. Large-Cap Adaptive Multi-Factor ETF PLRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-198,571
Closed -$5.04M 2485
2023
Q3
$5.04M Hold
198,571
﹤0.01% 1528
2023
Q2
$5.22M Hold
198,571
﹤0.01% 1506
2023
Q1
$4.82M Hold
198,571
﹤0.01% 1539
2022
Q4
$4.54M Hold
198,571
﹤0.01% 1568
2022
Q3
$4.31M Hold
198,571
﹤0.01% 1541
2022
Q2
$4.59M Hold
198,571
﹤0.01% 1582
2022
Q1
$5.45M Hold
198,571
﹤0.01% 1635
2021
Q4
$5.75M Hold
198,571
﹤0.01% 1618
2021
Q3
$5.19M Buy
+198,571
New +$5.3M ﹤0.01% 1668

Principal Financial Group's PLRG Position: Q4 2023 in Review

Principal Financial Group sold out of Principal U.S. Large-Cap Adaptive Multi-Factor ETF (PLRG) in Q4 2023, closing a stake of 198,571 shares — an estimated $5.04M sold.

Principal Financial Group first reported a position in PLRG in Q3 2021 and held it in 9 quarters. The position peaked at $5.75M in Q4 2021. 0 funds tracked by Wall St. Rank hold PLRG as of Q4 2023.

  • Principal Financial Group reported no remaining Principal U.S. Large-Cap Adaptive Multi-Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 198,571 Principal U.S. Large-Cap Adaptive Multi-Factor ETF shares in Q4 2023, an estimated $5.04M.
  • Principal Financial Group first reported a position in Principal U.S. Large-Cap Adaptive Multi-Factor ETF in Q3 2021 and held it in 9 quarters.
  • Principal Financial Group's Principal U.S. Large-Cap Adaptive Multi-Factor ETF position peaked at $5.75M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Principal U.S. Large-Cap Adaptive Multi-Factor ETF as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.