Principal Financial Group Inc Invesco Exchange Traded Fd Tr Transaction History

Principal Financial Group Inc

$176 Billion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$54.71 - $60.84 $639,450 - $711,097	-11,688 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$53.8 - $59.62 $9,253 - $10,254	-172 Reduced 1.45%	11,688 $640,000
Q2 2021 Aug 10, 2021	BUY	$49.88 - $53.52 $897 - $963	18 Added 0.15%	11,860 $0
Q1 2021 May 10, 2021	SELL	$45.75 - $49.43 $3,202 - $3,460	-70 Reduced 0.59%	11,842 $585,000
Q4 2020 Feb 08, 2021	BUY	$39.82 - $46.45 $15,928 - $18,580	400 Added 3.47%	11,912 $553,000
Q3 2020 Nov 06, 2020	SELL	$36.19 - $40.8 $66,155 - $74,582	-1,828 Reduced 13.7%	11,512 $0
Q2 2020 Aug 05, 2020	SELL	$29.33 - $38.93 $3,666 - $4,866	-125 Reduced 0.93%	13,340 $485,000
Q1 2020 May 12, 2020	SELL	$26.72 - $41.11 $31,315 - $48,180	-1,172 Reduced 8.01%	13,465 $422,000
Q4 2019 Feb 05, 2020	SELL	$34.86 - $38.72 $2,475 - $2,749	-71 Reduced 0.48%	14,637 $565,000
Q3 2019 Nov 13, 2019	BUY	$36.21 - $37.05 $17,417 - $17,821	481 Added 3.38%	14,708 $538,000
Q2 2019 Aug 12, 2019	BUY	N/A	792 Added 5.9%	14,227 $507,000
Q1 2019 May 10, 2019	BUY	N/A	553 Added 4.29%	13,435 $457,000
Q4 2018 Feb 14, 2019	BUY	N/A	12,882 New	12,882 $363,000

Others Institutions Holding PHO

# of Institutions

442

Shares Held

13.2M

Call Options Held

7.5K

Put Options Held

22K

Bank Of America Corp Charlotte, NC

1.6M
Shares

$117 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.43M
Shares

$104 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

822K
Shares

$60.1 Million
0.02% of portfolio
1832 Asset Management L.P. Toronto, A6

506K
Shares

$37 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

461K
Shares

$33.7 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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