PS
BDIV

Principal Securities’s AAM Brentview Dividend Growth ETF BDIV Stock Holding History

Principal Securities’s Portfolio BDIV Stock Details BDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$11.2K – 3638
2025
Q3 		$11.2K Hold
500
– – ﹤0.01% 2667
2025
Q2 		$10.5K Buy
+500
New +$9.88K ﹤0.01% 2595

Other funds holding BDIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Principal Securities's BDIV Position: Q4 2025 in Review

Principal Securities sold out of AAM Brentview Dividend Growth ETF (BDIV) in Q4 2025, closing a stake of 500 shares — an estimated $11.2K sold.

Principal Securities first reported a position in BDIV in Q2 2025 and held it in 2 quarters. The position peaked at $11.2K in Q3 2025. 6 funds tracked by Wall St. Rank hold BDIV as of Q4 2025.

  • Principal Securities reported no remaining AAM Brentview Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 500 AAM Brentview Dividend Growth ETF shares in Q4 2025, an estimated $11.2K.
  • Principal Securities first reported a position in AAM Brentview Dividend Growth ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's AAM Brentview Dividend Growth ETF position peaked at $11.2K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held AAM Brentview Dividend Growth ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.