Principal Securities’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Principal Securities’s Portfolio FLDR Stock Details FLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$692K	Sell	13,810 -158	-1%	-$7.92K	0.01%	929
2026 Q1	$699K	Buy	13,968 +2,142	+18%	+$108K	0.01%	857
2025 Q4	$594K	Sell	11,826 -2,256	-16%	-$114K	0.01%	876
2025 Q3	$707K	Buy	14,082 +170	+1%	+$8.54K	0.01%	777
2025 Q2	$697K	Buy	13,912 +4,343	+45%	+$217K	0.01%	726
2025 Q1	$478K	Hold	9,569	–	–	0.01%	794
2024 Q4	$478K	Sell	9,569 -768	-7%	-$38.5K	0.01%	790
2024 Q3	$519K	Buy	10,337 +575	+6%	+$28.9K	0.01%	746
2024 Q2	$487K	Hold	9,762	–	–	0.01%	711
2024 Q1	$488K	Buy	9,762 +744	+8%	+$37.2K	0.02%	674
2023 Q4	$450K	Buy	+9,018	New	+$448K	0.02%	635

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Principal Securities's FLDR Position: Q2 2026 in Review

Principal Securities reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.1% in Q2 2026, selling an estimated $7.92K and leaving 13,810 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #929.

Principal Securities first reported a position in FLDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $707K in Q3 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Principal Securities held 13,810 shares of Fidelity Low Duration Bond Factor ETF worth $692K as of Q2 2026.
Principal Securities sold 158 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $7.92K.
Fidelity Low Duration Bond Factor ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #929 holding.
Principal Securities first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Fidelity Low Duration Bond Factor ETF position peaked at $707K in Q3 2025.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.