Principal Securities, Inc. Reduced Holdings in Q3 2024

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TPYP
Managed Portfolio Ser Tortoise

ETFs
-145
- 3.99%
$28.68 - $32.0 $4.16K - $4.64K
3.49K $110M
EVH
Evolent Health, Inc.

Healthcare
-4
- 0.76%
$18.41 - $32.97 $73.6 - $132
525 $14.8M
ALK
Alaska Air Group, Inc.

Industrials
-11
- 0.98%
$32.92 - $45.21 $362 - $497
1.11K $50.2M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-113
- 3.99%
$37.68 - $42.0 $4.26K - $4.75K
2.72K $113M
MPW
Medical Properties Trust Inc

Real Estate
-2.09K
- 18.55%
$4.03 - $6.38 $8.43K - $13.4K
9.19K $53.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
-514
- 5.97%
$56.47 - $63.69 $29K - $32.7K
8.09K $510M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2
- 0.39%
$305.34 - $350.41 $611 - $701
511 $177M
WTS
Watts Water Technologies Inc

Industrials
-3
- 1.11%
$175.53 - $207.88 $527 - $624
268 $55.5M
IOT
Samsara Inc.

Technology
-476
- 23.85%
$34.85 - $49.75 $16.6K - $23.7K
1.52K $73.1M
ZION
Zions Bancorporation, National Association

Financial Services
-43
- 2.06%
$42.49 - $52.53 $1.83K - $2.26K
2.05K $96.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-181
- 2.69%
$114.73 - $120.23 $20.8K - $21.8K
6.54K $782M
ESS
Essex Property Trust, Inc.

Real Estate
-17
- 3.46%
$272.82 - $272.82 $4.64K - $4.64K
474 $140M
RSG
Republic Services, Inc.

Industrials
-15
- 1.02%
$189.34 - $208.21 $2.84K - $3.12K
1.46K $293M
BGNE
Bei Gene, Ltd.

Healthcare
-5
- 5.26%
$143.93 - $224.51 $720 - $1.12K
90 $20.2M
STAG
Stag Industrial, Inc.

Real Estate
-10
- 0.4%
$35.42 - $40.98 $354 - $410
2.47K $96.5M
MTH
Meritage Homes Corp

Consumer Cyclical
-17
- 6.91%
$152.23 - $213.69 $2.59K - $3.63K
229 $47M
DVA
Davita Inc.

Healthcare
-3
- 0.96%
$133.98 - $165.19 $402 - $496
311 $51M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-234
- 3.86%
$28.08 - $32.61 $6.57K - $7.63K
5.83K $184M
FE
Firstenergy Corp

Utilities
-166
- 6.53%
$38.25 - $44.54 $6.35K - $7.39K
2.38K $105M
CRS
Carpenter Technology Corp

Industrials
-34
- 12.45%
$104.79 - $161.78 $3.56K - $5.5K
239 $38.1M
OKE
Oneok Inc

Energy
-294
- 7.98%
$78.62 - $95.27 $23.1K - $28K
3.39K $309M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-671
- 3.63%
$49.82 - $52.8 $33.4K - $35.4K
17.8K $937M
RIO
Rio Tinto PLC

Basic Materials
-68
- 2.63%
$59.71 - $71.21 $4.06K - $4.84K
2.51K $179M
RELX
Relx PLC

Communication Services
-12
- 0.2%
$44.1 - $48.86 $529 - $586
5.87K $278M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-436
- 1.45%
$81.31 - $83.29 $35.5K - $36.3K
29.5K $2.46B
INSM
Insmed Inc

Healthcare
-40
- 1.94%
$62.0 - $79.01 $2.48K - $3.16K
2.02K $147M
First Tr Exchng Traded Fd Vi
-100
- 0.71%
N/A
14K $530M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-4.69K
- 5.91%
$7.45 - $8.23 $35K - $38.6K
74.7K $603M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-234
- 9.9%
$27.14 - $35.2 $6.35K - $8.24K
2.13K $74.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-15
- 0.81%
$54.31 - $61.04 $815 - $916
1.83K $112M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-38
- 5.03%
$76.97 - $100.56 $2.92K - $3.82K
717 $70.2M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-272
- 2.98%
$14.84 - $21.08 $4.04K - $5.73K
8.85K $181M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-20
- 8.26%
$370.41 - $491.09 $7.41K - $9.82K
222 $103M
HTLF
Heartland Financial Usa Inc

Financial Services
-48
- 4.52%
$43.37 - $58.97 $2.08K - $2.83K
1.01K $57.5M
JHMM
John Hancock Multifactor Mid C

ETFs
-6
- 0.28%
$54.25 - $60.2 $326 - $361
2.14K $129M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-266
- 5.44%
$80.13 - $88.89 $21.3K - $23.6K
4.62K $408M
XLY
Select Sector Spdr Consumer Di

ETFs
-49
- 4.15%
$170.05 - $200.86 $8.33K - $9.84K
1.13K $227M
LVHD
Franklin U.S. Low Volatility H

ETFs
-28
- 1.09%
$35.49 - $40.72 $994 - $1.14K
2.54K $104M
UBSI
United Bankshares Inc

Financial Services
-46
- 1.6%
$31.56 - $39.32 $1.45K - $1.81K
2.83K $105M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-16
- 0.41%
$15.15 - $19.2 $242 - $307
3.84K $71.5M
PHG
Koninklijke Philips Nv

Healthcare
-14
- 0.78%
$25.08 - $32.73 $351 - $458
1.78K $58.3M
ONON
On Holding Ag

Consumer Cyclical
-220
- 10.36%
$36.63 - $51.57 $8.06K - $11.3K
1.9K $95.4M
THO
Thor Industries Inc

Consumer Cyclical
-51
- 4.49%
$91.4 - $109.97 $4.66K - $5.61K
1.09K $119M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-12
- 9.52%
$1066.32 - $1355.99 $12.8K - $16.3K
114 $150M
FLEX
Flex Ltd.

Technology
-230
- 3.92%
$28.1 - $34.0 $6.46K - $7.82K
5.64K $188M
LBRDA
Liberty Broadband Corp

Communication Services
-9
- 1.24%
$52.22 - $77.82 $470 - $700
719 $55.2M
MOGA
Moog Inc Cla
-12
- 2.28%
N/A
515 $104M
RYF
Invesco S&P 500 Equal Weight F

ETFs
-41
- 1.67%
N/A
2.41K $166M
PRGS
Progress Software Corp

Technology
-76
- 4.56%
$53.37 - $67.37 $4.06K - $5.12K
1.59K $107M
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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