Purchases and Sales Made in Q1 2025 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
761K+ 120.51% |
$14.5M - $14.8M
|
1.39M
$26.6M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
403KNew |
$7.68M - $7.87M
|
403K
$7.71M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262KNew |
$4.99M - $5.12M
|
262K
$5.02M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
209KNew |
$3.98M - $4.08M
|
209K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 102.88% |
$2.32M - $2.38M
|
241K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
121KNew |
$2.31M - $2.37M
|
121K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
108KNew |
$2.05M - $2.11M
|
108K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 398.18% |
$1.92M - $1.97M
|
126K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
91.2K+ 14.11% |
$1.74M - $1.78M
|
737K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
78K+ 3.08% |
$1.48M - $1.52M
|
2.61M
$49.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.9KNew |
$1.48M - $1.52M
|
77.9K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
69.8K+ 27.39% |
$1.33M - $1.36M
|
325K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$1.22M - $1.25M
|
64.1K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 31.45% |
$1.11M - $1.13M
|
243K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 9.82% |
$1.02M - $1.04M
|
599K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
49.1K+ 5.57% |
$934K - $957K
|
930K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.1KNew |
$744K - $763K
|
39.1K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.8K+ 6.31% |
$700K - $718K
|
620K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31K+ 376.51% |
$590K - $605K
|
39.3K
$750K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
29.5K+ 29.95% |
$561K - $575K
|
128K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 31.63% |
$423K - $434K
|
92.5K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8KNew |
$415K - $425K
|
21.8K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.1KNew |
$326K - $334K
|
17.1K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.2KNew |
$289K - $296K
|
15.2K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.9K+ 133.88% |
$283K - $290K
|
26K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 30.34% |
$213K - $218K
|
48.1K
$918K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 77.29% |
$194K - $199K
|
23.4K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.07K+ 32.35% |
$173K - $177K
|
37.1K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 67.34% |
$145K - $149K
|
19K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
7.23K+ 66.5% |
$138K - $141K
|
18.1K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.57K+ 8.31% |
$87K - $89.2K
|
59.6K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 16.95% |
$51K - $52.2K
|
18.5K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 81.93% |
$49.2K - $50.4K
|
5.74K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
649+ 0.33% |
$12.4K - $12.7K
|
197K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 0.07% |
$11.4K - $11.7K
|
850K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
559New |
$10.6K - $10.9K
|
559
$10.7K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
485+ 22.59% |
$9.23K - $9.46K
|
2.63K
$50.3K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
149+ 14900.0% |
$2.84K - $2.91K
|
150
$2.87K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 0.31% |
$2.26K - $2.32K
|
38.2K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$780 - $800
|
41
$784
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33+ 2.63% |
$628 - $644
|
1.29K
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-76- 0.33% |
$1.45K - $1.48K
|
23K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-863- 6.52% |
$16.4K - $16.8K
|
12.4K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 6.46% |
$20K - $20.5K
|
15.2K
$291K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.2K- 4.91% |
$118K - $121K
|
120K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.4K- 35.12% |
$141K - $144K
|
13.7K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15K- 59.35% |
$286K - $293K
|
10.3K
$196K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 24.07% |
$309K - $317K
|
51.3K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-30.1K- 5.54% |
$572K - $587K
|
513K
$9.8M
|