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Principal Securities’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Principal Securities’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$651K Buy
11,918
+14
+0.1% +$802 0.01% 878
2025
Q4 		$610K Sell
11,904
-125
-1% -$5.97K 0.01% 863
2025
Q3 		$533K Buy
12,029
+340
+3% +$14.3K 0.01% 890
2025
Q2 		$472K Buy
11,689
+10,724
+1,111% +$399K 0.01% 880
2025
Q1 		$31.5K Hold
965
– – ﹤0.01% 1967
2024
Q4 		$31.5K Buy
+965
New +$33.4K ﹤0.01% 1964
2024
Q2 		– Sell
-232
Closed -$7.83K – 3427
2024
Q1 		$7.83K Buy
+232
New +$7.43K ﹤0.01% 2450

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return