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SageView Advisory Group’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

SageView Advisory Group’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
2025
Q4 		$4.96K Buy
+95
New +$4.93K ﹤0.01% 1971

Other funds holding PY

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's PY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Principal Exchange-Traded Funds Principal Value ETF (PY) in Q4 2025: 95 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings.

19 funds tracked by Wall St. Rank hold PY as of Q4 2025.

  • SageView Advisory Group held 95 shares of Principal Exchange-Traded Funds Principal Value ETF worth $4.96K as of Q4 2025.
  • Principal Exchange-Traded Funds Principal Value ETF was a new SageView Advisory Group position in Q4 2025.
  • Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1971 holding.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.