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Principal Securities’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Principal Securities’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.2M Buy
1,617,997
+189,584
+13% +$10.1M 1.05% 13
2026
Q1 		$73.5M Buy
1,428,413
+270,781
+23% +$14.2M 1.08% 13
2025
Q4 		$60.4M Buy
1,157,632
+224,296
+24% +$11.6M 0.93% 17
2025
Q3 		$49M Buy
933,336
+248,627
+36% +$12.7M 0.81% 22
2025
Q2 		$33.9M Sell
684,709
-192,046
-22% -$9.09M 0.64% 29
2025
Q1 		$43.4M Buy
876,755
+225
+0% +$11.3K 0.97% 17
2024
Q4 		$43.4M Buy
876,530
+30,500
+4% +$1.54M 0.98% 16
2024
Q3 		$42.4M Buy
846,030
+21,608
+3% +$1.03M 1.02% 14
2024
Q2 		$37.9M Buy
824,422
+150,759
+22% +$6.84M 1.04% 13
2024
Q1 		$31.6M Buy
673,663
+62,321
+10% +$2.76M 0.98% 12
2023
Q4 		$26.5M Buy
+611,342
New +$24.6M 0.99% 14

Other funds holding PY

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Securities's PY Position: Q2 2026 in Review

Principal Securities increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 13% in Q2 2026, buying an estimated $10.1M and bringing the position to 1,617,997 shares worth $87.2M. The position accounts for 1.05% of the portfolio, ranked #13.

Principal Securities first reported a position in PY in Q4 2023 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Principal Securities held 1,617,997 shares of Principal Exchange-Traded Funds Principal Value ETF worth $87.2M as of Q2 2026.
  • Principal Securities bought 189,584 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $10.1M.
  • Principal Exchange-Traded Funds Principal Value ETF made up 1.05% of Principal Securities's portfolio in Q2 2026, its #13 holding.
  • Principal Securities first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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