Principal Financial Group’s Principal Sustainable Momentum Index ETF PMOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-104,905
Closed -$3.09M 2383
2020
Q2
$3.09M Sell
104,905
-29,690
-22% -$829K ﹤0.01% 1593
2020
Q1
$2.93M Hold
134,595
﹤0.01% 1478
2019
Q4
$3.91M Sell
134,595
-500
-0.4% -$14.1K ﹤0.01% 1596
2019
Q3
$3.79M Hold
135,095
﹤0.01% 1591
2019
Q2
$3.85M Sell
135,095
-5,622
-4% -$156K ﹤0.01% 1603
2019
Q1
$3.96M Hold
140,717
﹤0.01% 1618
2018
Q4
$3.4M Buy
140,717
+20,812
+17% +$558K ﹤0.01% 1613
2018
Q3
$3.63M Hold
119,905
﹤0.01% 1676
2018
Q2
$3.36M Hold
119,905
﹤0.01% 1685
2018
Q1
$3.26M Hold
119,905
﹤0.01% 1672
2017
Q4
$3.13M Buy
+119,905
New +$3.02M ﹤0.01% 1691

Principal Financial Group's PMOM Position: Q3 2020 in Review

Principal Financial Group sold out of Principal Sustainable Momentum Index ETF (PMOM) in Q3 2020, closing a stake of 104,905 shares — an estimated $3.09M sold.

Principal Financial Group first reported a position in PMOM in Q4 2017 and held it in 11 quarters. The position peaked at $3.96M in Q1 2019. 0 funds tracked by Wall St. Rank hold PMOM as of Q3 2020.

  • Principal Financial Group reported no remaining Principal Sustainable Momentum Index ETF position as of Q3 2020 after selling out during the quarter.
  • Principal Financial Group sold 104,905 Principal Sustainable Momentum Index ETF shares in Q3 2020, an estimated $3.09M.
  • Principal Financial Group first reported a position in Principal Sustainable Momentum Index ETF in Q4 2017 and held it in 11 quarters.
  • Principal Financial Group's Principal Sustainable Momentum Index ETF position peaked at $3.96M in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Principal Sustainable Momentum Index ETF as of Q3 2020.

Based on Principal Financial Group's 13F filing for Q3 2020, filed 6 Nov 2020.