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
Q3 		$4.87M Buy
85,822
+1,552
+2% +$88.1K 0.01% 1104
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 $195B AUM 21.17% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's PY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 1.8% in Q3 2026, buying an estimated $88.1K and bringing the position to 85,822 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #1104.

Wealth Enhancement Advisory Services first reported a position in PY in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.44M in Q3 2023. 16 funds tracked by Wall St. Rank hold PY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 85,822 shares of Principal Exchange-Traded Funds Principal Value ETF worth $4.87M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,552 Principal Exchange-Traded Funds Principal Value ETF shares in Q3 2026, an estimated $88.1K.
  • Principal Exchange-Traded Funds Principal Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1104 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 13 quarters since.
  • Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal Value ETF position peaked at $8.44M in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.