Purchases and Sales Made in Q3 2025 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
58KNew |
$1.11M - $1.13M
|
58K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 88.3% |
$715K - $727K
|
79.7K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 22.55% |
$89.4K - $90.9K
|
25.4K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 1.1% |
$32.6K - $33.2K
|
157K
$3.01M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
321+ 0.62% |
$6.14K - $6.25K
|
52.4K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$1.15K - $1.17K
|
4.82K
$92.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-234- 1.54% |
$4.48K - $4.55K
|
15K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-870- 4.18% |
$16.7K - $16.9K
|
19.9K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.49K- 0.48% |
$86K - $87.4K
|
933K
$17.9M
|