Principal Securities, Inc. Purchases in Q3 2025

Principal Securities, Inc.

  • $6.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
640
+ 3.25%
$77.5 - $86.87 $49.6K - $55.6K
20.4K $1.7B
PULS
Pgim ETF Tr

ETFs
3.43K
+ 125.44%
$49.58 - $49.83 $170K - $171K
6.16K $307M
SO
Southern CO

Utilities
1.13K
+ 5.19%
$90.83 - $96.0 $102K - $108K
22.9K $2.17B
MLM
Martin Marietta Materials Inc

Basic Materials
36
+ 1.98%
$546.36 - $631.12 $19.7K - $22.7K
1.86K $1.17B
CR
Crane Holdings, Co.

Industrials
1.25K
+ 19.06%
$178.73 - $198.45 $223K - $247K
7.79K $522M
XMPT
Vaneck Cef Muni Income ETF

ETFs
6.58K
+ 24.6%
$20.57 - $21.92 $135K - $144K
33.3K $729M
FLQH
Franklin Templeton Libertyq In

ETFs
4.34K
+ 120.23%
N/A
7.95K $296M
AIZ
Assurant, Inc.

Financial Services
364
+ 7.86%
$184.56 - $218.69 $67.2K - $79.6K
4.99K $1.08B
INOD
Innodata Inc

Technology
2.11K
+ 1278.18%
$36.68 - $75.94 $77.4K - $160K
2.27K $175M
Tko Group Holdings Inc
670
+ 43.53%
N/A
2.21K $446M
Horizon Fds
393
+ 0.74%
N/A
53.3K $1.51B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3.66K
+ 2.58%
$21.99 - $23.38 $80.5K - $85.6K
146K $3.37B
AMGN
Amgen Inc

Healthcare
406
+ 2.54%
$271.18 - $309.22 $110K - $126K
16.4K $4.63B
VRIG
Invesco Actively Managed ETF F

ETFs
6.44K
+ 59.47%
$25.04 - $25.16 $161K - $162K
17.3K $433M
D
Dominion Energy, Inc

Utilities
1.28K
+ 7.09%
$56.32 - $62.1 $71.9K - $79.3K
19.3K $1.18B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
922
+ 4.61%
$76.29 - $80.63 $70.3K - $74.3K
20.9K $1.68B
FQAL
Fidelity Covington Tr Quality

ETFs
2.11K
+ 276.54%
$69.69 - $74.72 $147K - $158K
2.87K $215M
MPC
Marathon Petroleum Corp

Energy
226
+ 5.11%
$158.59 - $198.69 $35.8K - $44.9K
4.65K $895M
Bankfinancial Corp
13.3K
+ 2908.75%
N/A
13.8K $165M
SOFI
So Fi Technologies, Inc.

Financial Services
1.68K
+ 11.97%
$17.64 - $29.81 $29.7K - $50.1K
15.7K $415M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 4.91%
$82.38 - $83.0 $154K - $156K
40K $3.32B
NVR
Nvr Inc

Consumer Cyclical
14
+ 19.44%
$7301.0 - $8543.0 $102K - $120K
86 $691M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
144
+ 14.2%
$473.44 - $553.71 $68.2K - $79.7K
1.16K $633M
PANW
Palo Alto Networks Inc

Technology
890
+ 3.95%
$167.06 - $208.19 $149K - $185K
23.4K $4.76B
DHR
Danaher Corp

Healthcare
739
+ 4.55%
$181.46 - $212.2 $134K - $157K
17K $3.36B
Pacer Fds Tr
1.19K
+ 1.24%
N/A
97.3K $3.53B
XSMO
Invesco S&P Smallcap Momentum

ETFs
290
+ 1.18%
$67.1 - $74.29 $19.5K - $21.5K
24.8K $1.82B
EW
Edwards Lifesciences Corp

Healthcare
1.99K
+ 121.48%
$73.75 - $81.83 $147K - $163K
3.63K $282M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.51K
+ 57.41%
$24.02 - $24.28 $156K - $158K
17.9K $429M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
769
+ 14.65%
$131.47 - $143.64 $101K - $110K
6.02K $851M
FIS
Fidelity National Information Services, Inc.

Technology
6.18K
+ 37.57%
$63.37 - $82.35 $392K - $509K
22.6K $1.49B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.26K
+ 23.35%
$117.65 - $120.08 $148K - $151K
6.63K $792M
SNPS
Synopsys Inc

Technology
426
+ 14.07%
$387.78 - $645.35 $165K - $275K
3.45K $1.7B
JBL
Jabil Inc

Technology
753
+ 5.61%
$202.08 - $234.45 $152K - $177K
14.2K $3.08B
LYG
Lloyds Banking Group PLC

Financial Services
13.6K
+ 4.43%
$4.03 - $4.63 $54.8K - $62.9K
320K $1.45B
BHP
Bhp Group LTD

Basic Materials
945
+ 7.45%
$48.67 - $56.22 $46K - $53.1K
13.6K $760M
Russell Invts Exchange Trade
5.65K
+ 178.35%
N/A
8.82K $229M
EMR
Emerson Electric CO

Industrials
1.25K
+ 16.05%
$128.6 - $149.63 $161K - $187K
9.06K $1.19B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
1.65K
+ 66.12%
$66.7 - $76.76 $110K - $126K
4.13K $315M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.87K
+ 87.03%
$50.82 - $51.09 $146K - $147K
6.17K $315M
VRT
Vertiv Holdings CO

Industrials
122
+ 2.14%
N/A
5.83K $879M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.5K
+ 6.69%
$24.69 - $25.26 $136K - $139K
87.8K $2.21B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
886
+ 11.69%
$79.39 - $90.39 $70.3K - $80.1K
8.47K $750M
T Rowe Price ETF Inc
711
+ 1.45%
N/A
49.7K $1.87B
CBOE
Cboe Global Markets, Inc.

Financial Services
376
+ 8.62%
$231.35 - $253.24 $87K - $95.2K
4.74K $1.16B
COP
Conocophillips

Energy
38
+ 0.13%
$91.0 - $98.99 $3.46K - $3.76K
29.1K $2.76B
Blackrock ETF Trust
4K
New
N/A
4K $144M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10.3K
+ 7.19%
$8.55 - $9.1 $87.8K - $93.4K
153K $1.39B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.57K
+ 35.63%
$33.07 - $34.84 $118K - $124K
13.6K $473M
Activity Summary
Buys All Purchases 1950 New Holdings 209 Increased Positions 1741 Sells All Sells 1013 Reductions 1013 Sold out 0 Options Calls 0 Puts 0
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