Principal Securities, Inc. Purchases in Q1 2025

Principal Securities, Inc.

  • $4.47 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
255
+ 0.47%
$120.29 - $134.6 $30.7K - $34.3K
55K $7.08B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
643
+ 1.67%
$48.02 - $53.02 $30.9K - $34.1K
39.2K $2B
WMT
Walmart Inc.

Consumer Defensive
362
+ 0.35%
$84.5 - $105.05 $30.6K - $38K
104K $9.38B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
165
+ 0.22%
$165.25 - $224.62 $27.3K - $37.1K
75.6K $14.9B
INTU
Intuit Inc

Technology
50
+ 0.69%
$555.63 - $630.23 $27.8K - $31.5K
7.29K $4.58B
Amplify ETF Tr
415
+ 4.06%
N/A
10.6K $792M
RZV
Invesco Fd Tr

ETFs
275
New
$96.48 - $115.16 $26.5K - $31.7K
275 $30.6M
AVGO
Broadcom Inc.

Technology
132
+ 0.15%
$167.43 - $244.7 $22.1K - $32.3K
86.4K $20B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
304
+ 3.08%
$97.38 - $104.52 $29.6K - $31.8K
10.2K $1.01B
TIP
Ishares Tr Tips Bd ETF

ETFs
275
+ 0.43%
$106.22 - $111.09 $29.2K - $30.5K
63.5K $6.77B
KMB
Kimberly Clark Corp

Consumer Defensive
209
+ 1.78%
$124.46 - $147.4 $26K - $30.8K
11.9K $1.56B
IEMG
Ishares Inc

ETFs
506
+ 0.07%
N/A
710K $37.1B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
766
+ 2.56%
$31.63 - $35.22 $24.2K - $27K
30.7K $1.06B
SPG
Simon Property Group Inc

Real Estate
150
+ 3.62%
$159.48 - $187.78 $23.9K - $28.2K
4.29K $739M
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 0.91%
$222.66 - $268.42 $22.3K - $26.8K
11K $2.72B
CAT
Caterpillar Inc

Industrials
68
+ 0.35%
$326.75 - $407.63 $22.2K - $27.7K
19.3K $7B
IGF
Ishares Global Infrastructure

ETFs
469
+ 0.33%
$51.96 - $54.84 $24.4K - $25.7K
144K $7.54B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
55
+ 6.8%
$314.47 - $431.35 $17.3K - $23.7K
864 $376M
RDVY
First Trust Rising Dividend Ac

ETFs
401
+ 0.29%
$57.22 - $63.39 $22.9K - $25.4K
141K $8.31B
WELL
Welltower Inc.

Real Estate
185
+ 3.89%
$124.05 - $156.86 $22.9K - $29K
4.94K $622M
A
Agilent Technologies, Inc.

Healthcare
172
+ 7.4%
$116.69 - $152.6 $20.1K - $26.2K
2.5K $335M
KO
Coca Cola CO

Consumer Defensive
370
+ 0.35%
$60.81 - $72.32 $22.5K - $26.8K
106K $6.63B
HEFA
Ishares Currency Hedged Msci E

ETFs
650
+ 2.94%
$34.83 - $37.52 $22.6K - $24.4K
22.8K $791M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
175
+ 0.42%
$126.11 - $135.06 $22.1K - $23.6K
41.5K $5.3B
LQD
Ishares Iboxx $ Investment Gra

ETFs
205
+ 0.32%
$105.1 - $109.61 $21.5K - $22.5K
64.8K $6.92B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
405
+ 85.44%
$48.37 - $55.84 $19.6K - $22.6K
879 $47.4M
LMT
Lockheed Martin Corp

Industrials
44
+ 0.47%
$423.19 - $506.29 $18.6K - $22.3K
9.4K $4.57B
DE
Deere & CO

Industrials
50
+ 1.16%
$408.57 - $509.27 $20.4K - $25.5K
4.38K $1.86B
IVW
Ishares S&P 500 Growth ETF

ETFs
205
+ 0.06%
$92.45 - $106.69 $19K - $21.9K
337K $34.2B
RYH
Invesco S&P 500 Equal Weight H

ETFs
708
+ 5.16%
N/A
14.4K $423M
Ab Active Etfs Inc
575
New
N/A
575 $20.5M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
500
+ 1.64%
$39.61 - $42.65 $19.8K - $21.3K
31K $1.25B
IIPR
Innovative Industrial Properties Inc

Real Estate
303
+ 25.42%
$54.09 - $74.56 $16.4K - $22.6K
1.5K $99.6M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.24%
$890.62 - $1076.86 $19.6K - $23.7K
9.28K $8.51B
IVE
Ishares S&P 500 Value ETF

ETFs
104
+ 0.07%
$185.78 - $198.58 $19.3K - $20.7K
144K $27.4B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
700
+ 30.43%
$28.25 - $31.5 $19.8K - $22.1K
3K $85M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
80
+ 0.36%
$211.47 - $267.17 $16.9K - $21.4K
22.6K $5.47B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
326
+ 2.28%
$58.01 - $64.46 $18.9K - $21K
14.6K $863M
IXC
Ishares Tr Global Energy ETF

ETFs
497
+ 11.72%
$38.48 - $42.16 $19.1K - $21K
4.74K $181M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
965
+ 1.27%
$19.04 - $20.15 $18.4K - $19.4K
76.9K $1.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 0.08%
$468.34 - $539.52 $16.4K - $18.9K
43.7K $22.3B
SMTC
Semtech Corp

Technology
289
+ 4.43%
$31.44 - $77.15 $9.09K - $22.3K
6.82K $422M
XOM
Exxon Mobil Corp

Energy
164
+ 0.18%
$105.44 - $118.93 $17.3K - $19.5K
91.7K $9.86B
VONG
Vanguard Russell 1000 Growth E

ETFs
168
+ 5.29%
$92.71 - $107.38 $15.6K - $18K
3.34K $345M
CB
Chubb LTD

Financial Services
61
+ 0.44%
$257.71 - $301.99 $15.7K - $18.4K
13.9K $3.85B
SKYY
First Trust Cloud Computing Et

ETFs
140
+ 1.57%
$102.23 - $131.18 $14.3K - $18.4K
9.07K $1.08B
KBE
Spdr S&P Bank ETF

ETFs
300
New
$51.28 - $59.92 $15.4K - $18K
300 $16.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
804
+ 1.69%
$20.64 - $20.73 $16.6K - $16.7K
48.3K $998M
IAU
Ishares Gold Trust

ETFs
333
+ 1.56%
$49.74 - $58.96 $16.6K - $19.6K
21.6K $1.07B
Activity Summary
Buys All Purchases 403 New Holdings 9 Increased Positions 394 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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