PY / Principal Exchange-Traded Funds - Principal Value ETF - Institutional Ownership - Sellers

Principal Exchange-Traded Funds - Principal Value ETF
US ˙ NasdaqGM ˙ US74255Y3009

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-08 13F Cetera Investment Advisers 4,260 -1.02 211 0.00
2025-08-14 13F UBS Group AG 0 -100.00 0
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Balanced Portfolio Class 2 17,000 -45.16 842 -44.64
2025-08-01 13F Envestnet Asset Management Inc 562,254 -30.76 27,862 -30.07
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 97,989 -1.11 4,937 1.52
2025-08-08 13F Principal Financial Group Inc 3,317,547 -31.96 164,267 -31.25
2025-08-11 13F Principal Securities, Inc. 684,709 -21.90 33,930 -21.84
2025-08-14 13F Wells Fargo & Company/mn 0 -100.00 0
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100.00 0
2025-08-14 13F Gen-Wealth Partners Inc 0 -100.00 0
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Balanced Portfolio Class 2 59,000 -60.14 2,924 -59.75
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Strategic Asset Management Conservative Growth Portfolio Class 1 55,000 -55.65 2,725 -55.21
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