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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
2026
Q1 		– Sell
-95
Closed -$4.96K – 1969
2025
Q4 		$4.96K Buy
+95
New +$4.93K ﹤0.01% 1971

Other funds holding PY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 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
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM

SageView Advisory Group's PY Position: Q1 2026 in Review

SageView Advisory Group sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q1 2026, closing a stake of 95 shares — an estimated $4.96K sold.

SageView Advisory Group first reported a position in PY in Q4 2025 and held it in 1 quarter. The position peaked at $4.96K in Q4 2025. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

  • SageView Advisory Group reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 95 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $4.96K.
  • SageView Advisory Group first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Principal Exchange-Traded Funds Principal Value ETF position peaked at $4.96K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.