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Principal Securities’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Principal Securities’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-125
Closed -$4.88K – 3704
2025
Q1 		$4.88K Hold
125
– – ﹤0.01% 2780
2024
Q4 		$4.88K Buy
+125
New +$4.87K ﹤0.01% 2777

Other funds holding BOUT

CMMS
Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Principal Securities's BOUT Position: Q2 2025 in Review

Principal Securities sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q2 2025, closing a stake of 125 shares — an estimated $4.88K sold.

Principal Securities first reported a position in BOUT in Q4 2024 and held it in 2 quarters. The position peaked at $4.88K in Q1 2025. 19 funds tracked by Wall St. Rank hold BOUT as of Q2 2025.

  • Principal Securities reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 125 CapForce IBD Breakout Opportunities ETF shares in Q2 2025, an estimated $4.88K.
  • Principal Securities first reported a position in CapForce IBD Breakout Opportunities ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's CapForce IBD Breakout Opportunities ETF position peaked at $4.88K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.