PS
FOPC

Principal Securities’s Frontier Asset Opportunistic Credit ETF FOPC Stock Holding History

Principal Securities’s Portfolio FOPC Stock Details FOPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,401
Closed -$61.7K – 3683
2025
Q3 		$61.7K Buy
2,401
+533
+29% +$13.7K ﹤0.01% 1850
2025
Q2 		$47.6K Buy
+1,868
New +$47.4K ﹤0.01% 1907

Other funds holding FOPC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Principal Securities's FOPC Position: Q4 2025 in Review

Principal Securities sold out of Frontier Asset Opportunistic Credit ETF (FOPC) in Q4 2025, closing a stake of 2,401 shares — an estimated $61.7K sold.

Principal Securities first reported a position in FOPC in Q2 2025 and held it in 2 quarters. The position peaked at $61.7K in Q3 2025. 13 funds tracked by Wall St. Rank hold FOPC as of Q4 2025.

  • Principal Securities reported no remaining Frontier Asset Opportunistic Credit ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,401 Frontier Asset Opportunistic Credit ETF shares in Q4 2025, an estimated $61.7K.
  • Principal Securities first reported a position in Frontier Asset Opportunistic Credit ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Frontier Asset Opportunistic Credit ETF position peaked at $61.7K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Frontier Asset Opportunistic Credit ETF as of Q4 2025.

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