Wells Fargo’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Wells Fargo’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 Q1	–	Sell	-10	Closed	-$520	–	7398
2025 Q4	$520	Buy	+10	New	+$519	﹤0.01%	6332
2025 Q2	–	Sell	-1	Closed	-$36	–	7329
2025 Q1	$36	Hold	1	–	–	﹤0.01%	6522
2024 Q4	$36	Buy	+1	New	+$51	﹤0.01%	6565
2022 Q4	–	Sell	-1	Closed	–	–	7661
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7210
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7333
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7649
2021 Q4	$0	Buy	+1	New	+$43	﹤0.01%	7680

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

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

IWP

Integrity Wealth Partners Walnut Creek, California $111M AUM

Wells Fargo's PY Position: Q1 2026 in Review

Wells Fargo sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q1 2026, closing a stake of 10 shares — an estimated $520 sold.

Wells Fargo first reported a position in PY in Q4 2021 and held it in 7 quarters. The position peaked at $520 in Q4 2025. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

Wells Fargo reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q1 2026 after selling out during the quarter.
Wells Fargo sold 10 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $520.
Wells Fargo first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2021 and held it in 7 quarters.
Wells Fargo's Principal Exchange-Traded Funds Principal Value ETF position peaked at $520 in Q4 2025.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.