Simplicity Wealth
LCAP icon

Simplicity Wealth’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

Simplicity Wealth’s Portfolio LCAP Stock Details LCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$512K Sell
15,205
-1,192
-7% -$39.9K 0.01% 660
2026
Q2 		$543K Buy
16,397
+653
+4% +$20.9K 0.02% 609
2026
Q1 		$456K Sell
15,744
-50
-0.3% -$1.5K 0.03% 472
2025
Q4 		$467K Buy
+15,794
New +$465K 0.03% 448

Other funds holding LCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth's LCAP Position: Q3 2026 in Review

Simplicity Wealth reduced its Principal Capital Appreciation Select ETF (LCAP) stake by 7.3% in Q3 2026, selling an estimated $39.9K and leaving 15,205 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #660.

Simplicity Wealth first reported a position in LCAP in Q4 2025 and has held it in 4 quarters since. The position peaked at $543K in Q2 2026. 7 funds tracked by Wall St. Rank hold LCAP as of Q3 2026.

  • Simplicity Wealth held 15,205 shares of Principal Capital Appreciation Select ETF worth $512K as of Q3 2026.
  • Simplicity Wealth sold 1,192 Principal Capital Appreciation Select ETF shares in Q3 2026, an estimated $39.9K.
  • Principal Capital Appreciation Select ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #660 holding.
  • Simplicity Wealth first reported a position in Principal Capital Appreciation Select ETF in Q4 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Principal Capital Appreciation Select ETF position peaked at $543K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.