Principal Securities, Inc. Reduced Holdings in Q2 2025

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BEKE
Ke Holdings Inc.

Real Estate
-1.54K
- 74.32%
$17.53 - $22.08 $26.9K - $33.9K
531 $9.42M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-765
- 97.7%
$22.96 - $28.29 $17.6K - $21.6K
18 $413K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-2.26K
- 94.0%
$12.07 - $14.61 $27.2K - $33K
144 $1.85M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-840
- 17.95%
$75.29 - $91.16 $63.2K - $76.6K
3.84K $346M
UBSI
United Bankshares Inc

Financial Services
-678
- 21.77%
$31.5 - $37.32 $21.4K - $25.3K
2.44K $88.8M
BAR
Granite Shares Gold Trust

ETFs
-4.39K
- 25.64%
$29.34 - $33.87 $129K - $149K
12.7K $415M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-1.24K
- 27.64%
$20.97 - $21.71 $25.9K - $26.9K
3.24K $69.6M
First Tr Exchng Traded Fd Vi
-1K
- 15.75%
N/A
5.35K $201M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-700
- 53.85%
$37.41 - $42.4 $26.2K - $29.7K
600 $25.4M
RPM
Rpm International Inc

Basic Materials
-148
- 18.32%
$96.97 - $117.58 $14.4K - $17.4K
660 $72.5M
ISMD
Northern Lts Fd Tr Iv

ETFs
-658
- 39.0%
$29.72 - $35.6 $19.6K - $23.4K
1.03K $36.6M
SNDR
Schneider National, Inc.

Industrials
-119
- 2.57%
$21.06 - $24.75 $2.51K - $2.95K
4.51K $109M
ENB
Enbridge Inc

Energy
-6.13K
- 7.04%
$41.09 - $47.16 $252K - $289K
81K $3.67B
IDNA
Ishares Tr Genomics Immunology

ETFs
-1.13K
- 85.82%
$17.92 - $21.5 $20.3K - $24.3K
187 $3.84M
RYF
Invesco S&P 500 Equal Weight F

ETFs
-452
- 19.31%
N/A
1.89K $144M
WTS
Watts Water Technologies Inc

Industrials
-150
- 56.39%
$180.4 - $247.22 $27.1K - $37.1K
116 $28.5M
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.83K
- 40.34%
$9.18 - $10.99 $16.8K - $20.1K
2.71K $29.8M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-1.06K
- 25.69%
$22.22 - $22.92 $23.5K - $24.2K
3.06K $69.5M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-1.04K
- 25.97%
$23.03 - $23.64 $23.9K - $24.5K
2.96K $69.4M
Capitol Ser Tr
-1.63K
- 7.46%
N/A
20.2K $806M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-1.05K
- 25.92%
$22.66 - $23.35 $23.7K - $24.4K
2.99K $69.5M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.04K
- 26.2%
$23.2 - $23.63 $24.1K - $24.6K
2.93K $68.9M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-999
- 26.29%
$24.37 - $24.56 $24.3K - $24.5K
2.8K $68.7M
MHO
M/I Homes, Inc.

Consumer Cyclical
-179
- 87.32%
$103.9 - $115.72 $18.6K - $20.7K
26 $2.92M
CRTO
Criteo S.A.

Communication Services
-393
- 41.5%
$23.48 - $35.65 $9.23K - $14K
554 $13.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.15K
- 6.12%
$24.48 - $24.9 $28.1K - $28.6K
17.6K $438M
AVY
Avery Dennison Corp

Industrials
-91
- 13.06%
$159.58 - $183.97 $14.5K - $16.7K
606 $106M
TRNO
Terreno Realty Corp

Real Estate
-358
- 27.43%
$51.18 - $63.89 $18.3K - $22.9K
947 $53.1M
WWW
Wolverine World Wide Inc

Consumer Cyclical
-596
- 18.89%
$10.07 - $18.79 $6K - $11.2K
2.56K $46.3M
IVT
Inven Trust Properties Corp.

Real Estate
-742
- 60.87%
$25.97 - $29.73 $19.3K - $22.1K
477 $13.1M
First Tr Exchng Traded Fd Vi
-800
- 22.96%
N/A
2.69K $105M
CPB
Campbell Soup CO

Consumer Defensive
-421
- 45.42%
$30.65 - $39.9 $12.9K - $16.8K
506 $15.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1K
- 44.84%
$27.79 - $34.16 $27.8K - $34.2K
1.23K $41.9M
Tcw ETF Trust
-437
- 5.5%
N/A
7.5K $353M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.2K
- 9.07%
$22.3 - $22.57 $26.8K - $27.1K
12K $271M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-217
- 20.61%
N/A
836 $88.2M
INVH
Invitation Homes Inc.

Real Estate
-809
- 18.33%
$30.53 - $35.47 $24.7K - $28.7K
3.61K $118M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.44K
- 25.24%
$13.7 - $14.31 $19.7K - $20.6K
4.26K $60.1M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-782
- 38.24%
$26.99 - $33.86 $21.1K - $26.5K
1.26K $42.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-257
- 1.92%
$73.7 - $90.98 $18.9K - $23.4K
13.1K $1.19B
LTC
Ltc Properties Inc

Real Estate
-656
- 87.12%
$32.83 - $36.24 $21.5K - $23.8K
97 $3.36M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.73K
- 65.59%
$10.8 - $16.92 $18.7K - $29.3K
907 $12.5M
DSGX
Descartes Systems Group Inc

Technology
-145
- 22.34%
$94.15 - $116.93 $13.7K - $17K
504 $51.2M
QLYS
Qualys, Inc.

Technology
-191
- 9.96%
$115.21 - $142.87 $22K - $27.3K
1.73K $247M
BMO
Bank Of Montreal

Financial Services
-318
- 32.82%
$87.54 - $110.63 $27.8K - $35.2K
651 $72M
WERN
Werner Enterprises Inc

Industrials
-536
- 64.58%
$24.66 - $30.08 $13.2K - $16.1K
294 $8.04M
BDC
Belden Inc.

Technology
-219
- 18.22%
$87.1 - $116.54 $19.1K - $25.5K
983 $114M
AI
C3.Ai, Inc.

Technology
-533
- 63.38%
$18.24 - $27.8 $9.72K - $14.8K
308 $7.57M
FDLS
Northern Lts Fd Tr Iv Inspire
-900
- 28.47%
N/A
2.26K $71.8M
Activity Summary
Buys All Purchases 2207 New Holdings 406 Increased Positions 1801 Sells All Sells 1107 Reductions 1104 Sold out 3 Options Calls 0 Puts 0
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email