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Sound Income Strategies’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Sound Income Strategies’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
2024
Q3 		– Sell
-100
Closed -$4.6K – 1473
2024
Q2 		$4.6K Buy
+100
New +$4.54K ﹤0.01% 960

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
GS
GTS Securities New York $2.83B AUM 21.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sound Income Strategies's PY Position: Q3 2024 in Review

Sound Income Strategies sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q3 2024, closing a stake of 100 shares — an estimated $4.6K sold.

Sound Income Strategies first reported a position in PY in Q2 2024 and held it in 1 quarter. The position peaked at $4.6K in Q2 2024. 14 funds tracked by Wall St. Rank hold PY as of Q3 2024.

  • Sound Income Strategies reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 100 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2024, an estimated $4.6K.
  • Sound Income Strategies first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2024 and held it in 1 quarter.
  • Sound Income Strategies's Principal Exchange-Traded Funds Principal Value ETF position peaked at $4.6K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.