Principal Securities, Inc. Incresed Positions in Q3 2024

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
23.6K
+ 6.93%
$47.6 - $53.31 $1.12M - $1.26M
364K $19.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
21K
+ 8.02%
$71.45 - $75.64 $1.5M - $1.59M
283K $21.3B
V
Visa Inc.

Financial Services
5.79K
+ 9.72%
$253.74 - $291.56 $1.47M - $1.69M
65.3K $18B
IWM
Ishares Russell 2000 ETF

ETFs
10K
+ 208.17%
$200.87 - $224.6 $2.02M - $2.26M
14.9K $3.28B
AMZN
Amazon Com Inc

Consumer Cyclical
21K
+ 8.72%
$161.02 - $200.0 $3.39M - $4.21M
262K $48.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 9.2%
$92.63 - $105.69 $1.48M - $1.69M
190K $19.8B
SBUX
Starbucks Corp

Consumer Cyclical
9.31K
+ 13.62%
$72.51 - $98.6 $675K - $918K
77.6K $7.57B
NVDA
Nvidia Corp

Technology
23.4K
+ 8.1%
$98.91 - $134.91 $2.32M - $3.16M
313K $38B
Trust For Professional Manag
86.4K
+ 231.1%
N/A
124K $3.11B
ORCL
Oracle Corp

Technology
7.81K
+ 28.19%
$125.9 - $170.35 $983K - $1.33M
35.5K $6.05B
RYH
Invesco S&P 500 Equal Weight H

ETFs
62.8K
+ 472.15%
N/A
76.1K $2.45B
EFV
Msci Eafe Value ETF

ETFs
29.8K
+ 40.15%
$51.72 - $57.96 $1.54M - $1.73M
104K $5.99B
HD
Home Depot, Inc.

Consumer Cyclical
2.81K
+ 18.92%
$333.64 - $405.2 $936K - $1.14M
17.6K $7.14B
HIGH
Simplify Exchange Traded Fds E
93.7K
+ 49.71%
N/A
282K $6.61B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10.3K
+ 12.59%
$112.99 - $126.45 $1.16M - $1.3M
92K $11.6B
MA
Mastercard Inc

Financial Services
1.19K
+ 4.47%
$429.6 - $500.99 $509K - $594K
27.7K $13.7B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
79.1K
+ 9.62%
$13.08 - $14.19 $1.03M - $1.12M
901K $12.8B
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
14.7K
+ 125.67%
$109.24 - $121.48 $1.61M - $1.79M
26.4K $3.16B
VGLT
Vanguard Long Term Treasury Et

ETFs
5.86K
+ 1.59%
$56.52 - $63.23 $331K - $370K
373K $23B
JPM
Jpmorgan Chase & CO

Financial Services
5.69K
+ 8.44%
$194.9 - $224.8 $1.11M - $1.28M
73K $15.4B
CAT
Caterpillar Inc

Industrials
2.12K
+ 13.06%
$316.8 - $391.12 $670K - $827K
18.3K $7.16B
FNDE
Schwab Fundamental Emerging Mk

ETFs
28.9K
+ 9.5%
$28.02 - $32.68 $811K - $946K
334K $10.8B
WMT
Walmart Inc.

Consumer Defensive
8.08K
+ 9.74%
$66.91 - $81.4 $541K - $658K
91K $7.35B
MCHI
Ishares Msci China ETF

ETFs
10.3K
+ 7.58%
$40.43 - $50.98 $417K - $526K
146K $7.45B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.7K
+ 10.55%
$41.9 - $48.26 $826K - $951K
206K $9.88B
EWU
Ishs Msci Utd Kingdom ETF

ETFs
19.9K
+ 5.23%
$34.48 - $37.66 $685K - $749K
400K $15B
FV
First Trust Dorsey Wright Focu

ETFs
29.1K
+ 1101.97%
$51.35 - $59.82 $1.49M - $1.74M
31.7K $1.85B
VGIT
Vanguard Intermediate Term Tre

ETFs
25.3K
+ 37.73%
$57.8 - $60.8 $1.46M - $1.54M
92.2K $5.57B
VOX
Vanguard Communication Service

ETFs
7.18K
+ 8.33%
$129.82 - $145.39 $932K - $1.04M
93.4K $13.6B
VVR
Invesco Senior Income Trust

Financial Services
404K
+ 3407.71%
$4.02 - $4.41 $1.62M - $1.78M
416K $1.69B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.98K
+ 31.41%
$531.86 - $624.21 $1.05M - $1.24M
8.29K $5.13B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30.5K
+ 32.31%
$44.9 - $47.55 $1.37M - $1.45M
125K $5.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
30.6K
+ 86.43%
$44.24 - $49.47 $1.36M - $1.52M
66.1K $3.27B
PJUL
Innovator U.S. Equity Power Bu

ETFs
36.9K
+ 75.16%
$37.89 - $40.48 $1.4M - $1.49M
85.9K $3.48B
BLW
Blackrock LTD Duration Income Trust

Financial Services
104K
+ 95.32%
$13.87 - $14.61 $1.45M - $1.53M
214K $3.1B
VFH
Vanguard Financial ETF

ETFs
4.83K
+ 4.77%
$99.27 - $111.21 $480K - $537K
106K $11.7B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 149.47%
$93.07 - $102.32 $1.34M - $1.47M
24K $2.45B
PM
Philip Morris International Inc.

Consumer Defensive
4.02K
+ 7.93%
$101.25 - $127.45 $407K - $513K
54.7K $6.64B
ABBV
Abb Vie Inc.

Healthcare
2.52K
+ 6.65%
$163.84 - $199.33 $413K - $503K
40.4K $7.99B
XLG
Invesco Exchange Traded Fd Tr

ETFs
27.8K
+ 39.14%
$42.54 - $47.97 $1.18M - $1.33M
98.8K $4.69B
PSET
Principal Exchange Traded Fund

ETFs
9.62K
+ 3.66%
$63.61 - $71.5 $612K - $688K
272K $19.4B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
22.9K
+ 127.69%
$52.1 - $59.66 $1.19M - $1.36M
40.8K $2.42B
EFG
Msci Eafe Growth ETF

ETFs
11.4K
+ 48.0%
$96.84 - $108.77 $1.11M - $1.24M
35.2K $3.79B
KO
Coca Cola CO

Consumer Defensive
7.79K
+ 8.27%
$62.69 - $73.01 $488K - $569K
102K $7.33B
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.8K
+ 2.03%
$135.03 - $149.22 $244K - $269K
90.8K $13.5B
STEW
Boulder Growth & Income Fund

Financial Services
79.4K
+ 913.86%
$14.33 - $15.97 $1.14M - $1.27M
88.1K $1.39B
XOM
Exxon Mobil Corp

Energy
9.39K
+ 12.21%
$109.72 - $119.0 $1.03M - $1.12M
86.2K $10.1B
FNDX
Schwab Fundamental U S Large C

ETFs
12.2K
+ 15.55%
$65.36 - $71.76 $794K - $872K
90.3K $6.48B
NJUL
Innovator Growth 100 Power Buf

Technology
19.2K
+ 76.06%
$56.73 - $60.88 $1.09M - $1.17M
44.5K $2.71B
Activity Summary
Buys All Purchases 1932 New Holdings 213 Increased Positions 1719 Sells All Sells 907 Reductions 905 Sold out 2 Options Calls 0 Puts 0
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