PS
LCAP

Principal Securities’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Principal Securities’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192M Buy
5,804,126
+984,957
+20% +$31.6M 2.32% 4
2026
Q1 		$140M Buy
4,819,169
+1,879,888
+64% +$56.3M 2.05% 5
2025
Q4 		$86.8M Buy
2,939,281
+2,136,058
+266% +$62.9M 1.34% 10
2025
Q3 		$23.3M Buy
803,223
+401,445
+100% +$11.1M 0.38% 51
2025
Q2 		$10.8M Buy
+401,778
New +$10.1M 0.2% 96

Other funds holding LCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Principal Securities's LCAP Position: Q2 2026 in Review

Principal Securities increased its Principal Capital Appreciation Select ETF (LCAP) stake by 20% in Q2 2026, buying an estimated $31.6M and bringing the position to 5,804,126 shares worth $192M. The position accounts for 2.32% of the portfolio, ranked #4.

Principal Securities first reported a position in LCAP in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Principal Securities held 5,804,126 shares of Principal Capital Appreciation Select ETF worth $192M as of Q2 2026.
  • Principal Securities bought 984,957 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $31.6M.
  • Principal Capital Appreciation Select ETF made up 2.32% of Principal Securities's portfolio in Q2 2026, its #4 holding.
  • Principal Securities first reported a position in Principal Capital Appreciation Select ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

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