Wealth Enhancement Advisory Services
PY icon

Wealth Enhancement Advisory Services’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$4.64M Buy
84,270
+3,042
+4% +$163K 0.01% 1057
2026
Q1 		$4.18M Sell
81,228
-15,663
-16% -$823K 0.01% 975
2025
Q4 		$5.14M Sell
96,891
-1,053
-1% -$54.6K 0.01% 1008
2025
Q3 		$5.11M Sell
97,944
-45
-0% -$2.3K 0.01% 935
2025
Q2 		$4.94M Sell
97,989
-1,102
-1% -$52.2K 0.01% 903
2025
Q1 		$4.86M Sell
99,091
-3,967
-4% -$199K 0.01% 846
2024
Q4 		$5.1M Sell
103,058
-4,281
-4% -$217K 0.01% 793
2024
Q3 		$5.38M Sell
107,339
-7,603
-7% -$363K 0.01% 697
2024
Q2 		$5.28M Sell
114,942
-15,787
-12% -$716K 0.01% 668
2024
Q1 		$6.13M Sell
130,729
-25,142
-16% -$1.11M 0.02% 612
2023
Q4 		$6.76M Sell
155,871
-58,559
-27% -$2.35M 0.02% 523
2023
Q3 		$8.44M Buy
+214,430
New +$8.81M 0.03% 446

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's PY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 3.7% in Q2 2026, buying an estimated $163K and bringing the position to 84,270 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #1057.

Wealth Enhancement Advisory Services first reported a position in PY in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.44M in Q3 2023. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,270 shares of Principal Exchange-Traded Funds Principal Value ETF worth $4.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,042 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $163K.
  • Principal Exchange-Traded Funds Principal Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1057 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal Value ETF position peaked at $8.44M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.