Principal Securities, Inc. Purchases in Q3 2025

Principal Securities, Inc.

  • $6.07 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPHY
Jp Morgan High Yield Research

ETFs
14K
+ 143.65%
N/A
23.8K $1.12B
PFEB
Innovator U.S. Equity Power Bu

ETFs
16.3K
+ 317.37%
$37.99 - $39.69 $619K - $647K
21.4K $851M
VEEV
Veeva Systems Inc

Healthcare
1.8K
+ 15.71%
$269.2 - $297.91 $484K - $536K
13.2K $3.95B
WEC
Wec Energy Group, Inc.

Utilities
3.31K
+ 12.91%
$103.66 - $114.59 $343K - $379K
28.9K $3.32B
GFI
Gold Fields LTD

Basic Materials
778
+ 2.33%
$23.36 - $42.3 $18.2K - $32.9K
34.1K $1.43B
BX
Blackstone Inc.

Financial Services
1.16K
+ 5.56%
$152.77 - $188.68 $176K - $218K
21.9K $3.75B
ARGX
Argenx Se

Healthcare
592
+ 54.76%
$538.64 - $768.0 $319K - $455K
1.67K $1.23B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.16K
+ 517.43%
$138.08 - $151.2 $574K - $628K
4.96K $749M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.2K
+ 26.77%
$20.0 - $20.97 $604K - $633K
143K $2.96B
BDX
Becton Dickinson & CO

Healthcare
1.8K
+ 9.11%
$172.41 - $199.66 $311K - $360K
21.6K $4.04B
BSCU
Invesco Exc Self Ind Tr

ETFs
36.9K
New
$16.67 - $17.03 $615K - $628K
36.9K $624M
Capital Group Conservative E
20.4K
+ 27572.97%
N/A
20.5K $617M
STEW
Boulder Growth & Income Fund

Financial Services
31.3K
+ 33.31%
$17.4 - $18.57 $544K - $581K
125K $2.27B
DEO
Diageo PLC

Consumer Defensive
8.98K
+ 19.66%
$93.64 - $115.33 $841K - $1.04M
54.6K $5.21B
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.5K
+ 4.65%
$25.67 - $27.21 $448K - $475K
392K $10.6B
XLU
Utilities Sector Spdr

ETFs
6.35K
+ 67.11%
$81.14 - $87.32 $515K - $555K
15.8K $1.38B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.92K
+ 34.78%
$68.24 - $73.73 $472K - $510K
26.8K $1.97B
TM
Toyota Motor Corp

Consumer Cyclical
2.02K
+ 18.15%
$167.86 - $202.79 $338K - $409K
13.1K $2.51B
VDC
Vanguard Consumer Staples ETF

ETFs
3.91K
+ 8.5%
$212.64 - $225.25 $831K - $880K
49.9K $10.7B
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 2.75%
$57.75 - $67.68 $102K - $119K
65.7K $4.34B
WDC
Western Digital Corp

Technology
3.26K
+ 91.99%
$63.84 - $120.06 $208K - $391K
6.8K $817M
ENB
Enbridge Inc

Energy
3.28K
+ 4.05%
$43.79 - $50.46 $143K - $165K
84.3K $4.25B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
23.5K
+ 3.73%
$13.62 - $14.27 $320K - $335K
653K $9.3B
ITW
Illinois Tool Works Inc

Industrials
1.78K
+ 22.84%
$252.31 - $269.41 $449K - $480K
9.58K $2.5B
PHM
Pultegroup Inc

Consumer Cyclical
1.07K
+ 6.72%
$108.0 - $141.42 $116K - $152K
17.1K $2.25B
FSMO
Fidelity Covington Tr

ETFs
18.5K
+ 167.62%
N/A
29.6K $865M
Innovator Etfs Trust
19.4K
+ 3618.28%
N/A
19.9K $578M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
14.3K
+ 136.26%
$37.98 - $39.81 $541K - $567K
24.7K $960M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
724
+ 42.24%
$311.12 - $482.13 $225K - $349K
2.44K $1.11B
SAN
Banco Santander, S.A.

Financial Services
30.9K
+ 29.53%
$8.27 - $10.48 $255K - $324K
135K $1.42B
IAUM
I Shares Gold Trust Micro

ETFs
6.61K
+ 12.45%
$32.6 - $38.5 $216K - $255K
59.7K $2.3B
DORM
Dorman Products, Inc.

Consumer Cyclical
3.34K
+ 470.04%
$119.13 - $166.34 $398K - $556K
4.05K $632M
WFC
Wells Fargo & Company

Financial Services
740
+ 0.57%
$77.05 - $85.16 $57K - $63K
131K $11B
VUG
Vanguard Growth ETF

ETFs
503
+ 6.93%
$433.97 - $484.08 $218K - $243K
7.77K $3.72B
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.2K
+ 2.44%
$38.52 - $39.39 $392K - $401K
428K $16.8B
SLV
I Shares Silver Trust

ETFs
1.32K
+ 2.69%
$32.73 - $42.5 $43.3K - $56.3K
50.5K $2.14B
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
4.95K
+ 4.62%
$54.17 - $57.2 $268K - $283K
112K $6.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.61K
+ 9.28%
$45.72 - $47.27 $440K - $454K
113K $5.31B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.01K
+ 142.01%
$108.08 - $121.73 $433K - $488K
6.83K $823M
XAR
Spdr S&P Aerospace & Defense E

ETFs
652
+ 4.34%
$205.52 - $234.96 $134K - $153K
15.7K $3.68B
AVEM
American Centy ETF Tr Avantis

ETFs
6.77K
+ 5598.35%
$68.33 - $75.41 $463K - $511K
6.9K $518M
AVLV
American Centy ETF Tr Avantis
6.93K
+ 350.23%
$68.33 - $72.69 $474K - $504K
8.91K $644M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.6K
+ 28.55%
$21.89 - $23.17 $429K - $454K
88.2K $2.04B
VMC
Vulcan Materials CO

Basic Materials
696
+ 11.44%
$260.62 - $307.62 $181K - $214K
6.78K $2.09B
Te Connectivity PLC
180
+ 2.01%
N/A
9.14K $2.01B
VONV
Vanguard Russell 1000 Value Et

ETFs
5.47K
+ 350.51%
$84.55 - $89.54 $462K - $490K
7.03K $628M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 1.01%
$70.77 - $73.59 $125K - $130K
176K $12.9B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.63K
+ 5.51%
$109.11 - $111.88 $397K - $407K
69.5K $7.74B
VZ
Verizon Communications Inc

Communication Services
8.49K
+ 6.07%
$40.84 - $45.06 $347K - $382K
148K $6.51B
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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