Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Steward Partners Investment Advisory’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
2022 Q2	–	Sell	-250	Closed	-$11K	–	3345
2022 Q1	$11K	Buy	250 +25	+11%	+$1.09K	﹤0.01%	2629
2021 Q4	$10K	Buy	+225	New	+$9.79K	﹤0.01%	2604

Other funds holding PY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Steward Partners Investment Advisory's PY Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2022, closing a stake of 250 shares — an estimated $11K sold.

Steward Partners Investment Advisory first reported a position in PY in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 13 funds tracked by Wall St. Rank hold PY as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 250 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2022, an estimated $11K.
Steward Partners Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2021 and held it in 2 quarters.
Steward Partners Investment Advisory's Principal Exchange-Traded Funds Principal Value ETF position peaked at $11K in Q1 2022.
13 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.