Principal Securities’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Principal Securities’s Portfolio FXED Stock Details FXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-517	Closed	-$9.7K	–	3427
2024 Q1	$9.7K	Buy	+517	New	+$9.5K	﹤0.01%	2351

Other funds holding FXED

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Principal Securities's FXED Position: Q2 2024 in Review

Principal Securities sold out of Sound Enhanced Fixed Income ETF (FXED) in Q2 2024, closing a stake of 517 shares — an estimated $9.7K sold.

Principal Securities first reported a position in FXED in Q1 2024 and held it in 1 quarter. The position peaked at $9.7K in Q1 2024. 8 funds tracked by Wall St. Rank hold FXED as of Q2 2024.

Principal Securities reported no remaining Sound Enhanced Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 517 Sound Enhanced Fixed Income ETF shares in Q2 2024, an estimated $9.7K.
Principal Securities first reported a position in Sound Enhanced Fixed Income ETF in Q1 2024 and held it in 1 quarter.
Principal Securities's Sound Enhanced Fixed Income ETF position peaked at $9.7K in Q1 2024.
8 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.