Mutual Advisors, LLC Principal ETF U.S. Small Cap M Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$44.31 - $49.57 $1.09 Million - $1.22 Million	-24,552 Reduced 66.16%	12,560 $622,000
Q4 2023 Jan 12, 2024	SELL	$37.92 - $46.64 $270,748 - $333,009	-7,140 Reduced 16.13%	37,112 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$40.34 - $44.4 $1.79 Million - $1.96 Million	44,252 New	44,252 $1.81 Million
Q1 2023 Apr 11, 2023	BUY	$38.54 - $44.26 $1.71 Million - $1.97 Million	44,442 New	44,442 $1.78 Million
Q3 2022 Nov 03, 2022	BUY	$36.55 - $43.63 $475,113 - $567,146	12,999 Added 145.09%	21,958 $808,000
Q2 2022 Aug 15, 2022	BUY	$37.08 - $44.74 $332,199 - $400,825	8,959 New	8,959 $341,000

Others Institutions Holding PSC

# of Institutions

22

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.62M
Shares

$491 Million
0.29% of portfolio
Principal Securities, Inc. Des Moines, IA

1.3M
Shares

$66.2 Million
1.63% of portfolio
Envestnet Asset Management Inc

1.22M
Shares

$62.2 Million
0.02% of portfolio
Legacy Cg, LLC Plano, TX

210K
Shares

$10.7 Million
4.68% of portfolio
Wells Fargo & Company San Francisco, CA

143K
Shares

$7.31 Million
0.0% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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