Principal Securities’s Nikola Corporation Common Stock NKLA Stock Holding History

Principal Securities’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9	Closed	-$11	–	3928
2025 Q1	$11	Hold	9	–	–	﹤0.01%	3548
2024 Q4	$11	Hold	9	–	–	﹤0.01%	3543
2024 Q3	$41	Hold	9	–	–	﹤0.01%	3424
2024 Q2	$74	Hold	9	–	–	﹤0.01%	3369
2024 Q1	$281	Hold	9	–	–	﹤0.01%	3211
2023 Q4	$236	Buy	+9	New	+$280	﹤0.01%	3136

Other funds holding NKLA

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Principal Securities's NKLA Position: Q2 2025 in Review

Principal Securities sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 9 shares — an estimated $11 sold.

Principal Securities first reported a position in NKLA in Q4 2023 and held it in 6 quarters. The position peaked at $281 in Q1 2024. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

Principal Securities reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 9 Nikola Corporation Common Stock shares in Q2 2025, an estimated $11.
Principal Securities first reported a position in Nikola Corporation Common Stock in Q4 2023 and held it in 6 quarters.
Principal Securities's Nikola Corporation Common Stock position peaked at $281 in Q1 2024.
9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.