SW
LCAP

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
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Simplicity Wealth's LCAP Position: Q2 2026 in Review

Simplicity Wealth increased its Principal Capital Appreciation Select ETF (LCAP) stake by 4.1% in Q2 2026, buying an estimated $20.9K and bringing the position to 16,397 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #609.

Simplicity Wealth first reported a position in LCAP in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • Simplicity Wealth held 16,397 shares of Principal Capital Appreciation Select ETF worth $543K as of Q2 2026.
  • Simplicity Wealth bought 653 Principal Capital Appreciation Select ETF shares in Q2 2026, an estimated $20.9K.
  • Principal Capital Appreciation Select ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #609 holding.
  • Simplicity Wealth first reported a position in Principal Capital Appreciation Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.