Principal Securities
WUGI icon

Principal Securities’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

Principal Securities’s Portfolio WUGI Stock Details WUGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$4.49K – 3513
2025
Q3 		$4.49K Hold
50
– – ﹤0.01% 3004
2025
Q2 		$4.07K Hold
50
– – ﹤0.01% 2924
2025
Q1 		$3.62K Hold
50
– – ﹤0.01% 2886
2024
Q4 		$3.62K Hold
50
– – ﹤0.01% 2882
2024
Q3 		$3.53K Hold
50
– – ﹤0.01% 2789
2024
Q2 		$3.48K Hold
50
– – ﹤0.01% 2749
2024
Q1 		$3.1K Hold
50
– – ﹤0.01% 2755
2023
Q4 		$2.56K Buy
+50
New +$2.35K ﹤0.01% 2745

Other funds holding WUGI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Principal Securities's WUGI Position: Q4 2025 in Review

Principal Securities sold out of AXS Esoterica NextG Economy ETF (WUGI) in Q4 2025, closing a stake of 50 shares — an estimated $4.49K sold.

Principal Securities first reported a position in WUGI in Q4 2023 and held it in 8 quarters. The position peaked at $4.49K in Q3 2025. 9 funds tracked by Wall St. Rank hold WUGI as of Q4 2025.

  • Principal Securities reported no remaining AXS Esoterica NextG Economy ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 50 AXS Esoterica NextG Economy ETF shares in Q4 2025, an estimated $4.49K.
  • Principal Securities first reported a position in AXS Esoterica NextG Economy ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AXS Esoterica NextG Economy ETF position peaked at $4.49K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.