Principal Securities, Inc. Incresed Positions in Q2 2025

Principal Securities, Inc.

  • $5.32 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
68.5K
+ 48.75%
$498.8 - $620.9 $34.2M - $42.5M
209K $130B
Principal Exchange Traded Fd
1.19M
+ 100.72%
N/A
2.37M $69.1B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
396K
+ 117.52%
$81.46 - $94.63 $32.3M - $37.5M
733K $69.4B
PSC
Principal ETF U.S. Small Cap M

ETFs
549K
+ 32.29%
$43.14 - $53.28 $23.7M - $29.2M
2.25M $120B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
252K
+ 104.55%
$82.32 - $112.47 $20.7M - $28.3M
493K $55.4B
Principal Exchange Traded Fd
753K
+ 40.46%
N/A
2.61M $95.7B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165K
+ 117.67%
$113.67 - $150.4 $18.7M - $24.8M
305K $45.9B
MSFT
Microsoft Corp

Technology
25.6K
+ 16.97%
$354.56 - $497.45 $9.09M - $12.8M
177K $87.9B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
441K
+ 58.26%
$40.39 - $41.46 $17.8M - $18.3M
1.2M $49.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
155K
+ 14.7%
$96.84 - $99.46 $15M - $15.4M
1.21M $120B
SCHG
Schwab Strategic Tr Us Large C

ETFs
531K
+ 66.9%
$22.27 - $29.21 $11.8M - $15.5M
1.32M $38.7B
Trust For Professional Manag
407K
+ 78.45%
N/A
927K $34.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
63.6K
+ 495.4%
$180.84 - $240.32 $11.5M - $15.3M
76.5K $18.4B
META
Meta Platforms, Inc.

Communication Services
9.34K
+ 18.13%
$484.66 - $738.09 $4.53M - $6.9M
60.9K $44.9B
ITOT
Ishares Core S&P Total U.S. St

ETFs
104K
+ 188.94%
$108.12 - $135.04 $11.2M - $14M
159K $21.5B
NVDA
Nvidia Corp

Technology
41.8K
+ 12.91%
$94.31 - $157.99 $3.94M - $6.6M
365K $57.7B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
108K
+ 10.64%
$68.32 - $85.57 $7.35M - $9.21M
1.12M $95.7B
YLD
Principal Exchange Traded Fds

ETFs
593K
+ 69.76%
$18.16 - $19.37 $10.8M - $11.5M
1.44M $27.9B
LQD
Ishares Iboxx $ Investment Gra

ETFs
91.6K
+ 141.45%
$105.23 - $109.61 $9.64M - $10M
156K $17.1B
AVGO
Broadcom Inc.

Technology
23.3K
+ 26.93%
$146.29 - $275.65 $3.41M - $6.42M
110K $30.2B
FNDX
Schwab Fundamental U S Large C

ETFs
401K
+ 137.81%
$20.84 - $24.54 $8.35M - $9.83M
691K $17B
IG
Principal Fds Principal Invt G

ETFs
420K
+ 19.66%
$19.9 - $20.81 $8.36M - $8.74M
2.56M $53.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
162K
+ 40.5%
$51.14 - $57.0 $8.26M - $9.21M
560K $31.9B
Trust For Professional Manag
213K
+ 63.26%
N/A
549K $18.3B
PSET
Principal Exchange Traded Fund

ETFs
113K
+ 40.58%
$58.64 - $73.6 $6.6M - $8.29M
390K $28.7B
IXUS
Ishares Tr

ETFs
52.5K
+ 12.68%
$62.37 - $77.63 $3.27M - $4.07M
466K $36B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
166K
+ 1410.03%
$49.57 - $50.27 $8.24M - $8.35M
178K $8.94B
IEMG
Ishares Inc

ETFs
46.5K
+ 6.55%
N/A
756K $45.4B
Vanguard Malvern Fds
105K
+ 676.68%
N/A
120K $9.33B
IVW
Ishares S&P 500 Growth ETF

ETFs
47.7K
+ 14.17%
$82.96 - $110.1 $3.96M - $5.25M
384K $42.3B
VTI
Vanguard Total Stock Market Et

ETFs
19.7K
+ 15.61%
$243.75 - $303.93 $4.8M - $5.98M
146K $44.3B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
133K
+ 97.52%
$43.53 - $54.46 $5.79M - $7.25M
270K $14.7B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
300K
+ 5571.29%
N/A
305K $7.55B
AMZN
Amazon Com Inc

Consumer Cyclical
33.7K
+ 12.52%
$167.32 - $223.3 $5.64M - $7.53M
303K $66.5B
LVHI
Franklin International Low Vol

ETFs
223K
+ 407.55%
$28.91 - $33.28 $6.45M - $7.42M
278K $9.04B
IWB
Ishares Tr Russell 1000 ETF

ETFs
13K
+ 7.82%
$272.36 - $339.57 $3.53M - $4.4M
179K $60.8B
JPM
Jpmorgan Chase & CO

Financial Services
10.7K
+ 13.79%
$210.28 - $289.91 $2.25M - $3.1M
88.2K $25.6B
Fidelity Covington Trust
184K
+ 10263.5%
N/A
185K $6.87B
Profesionally Managed Portfo
269K
+ 412.19%
N/A
334K $8.34B
ORCL
Oracle Corp

Technology
21.1K
+ 52.87%
$122.82 - $218.63 $2.59M - $4.61M
60.9K $13.3B
Fidelity Covington Trust
188K
+ 3794.42%
N/A
193K $6.66B
VEA
Vanguard Ftse Developed Market

ETFs
40.1K
+ 8.9%
$45.65 - $57.01 $1.83M - $2.29M
491K $28B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
52.7K
+ 120.91%
$91.62 - $109.97 $4.83M - $5.8M
96.4K $10.6B
Trust For Professional Manag
199K
+ 71.18%
N/A
478K $14.2B
PM
Philip Morris International Inc.

Consumer Defensive
11.4K
+ 18.13%
$149.23 - $184.95 $1.7M - $2.1M
74.1K $13.5B
MBB
Ishares Tr

ETFs
59.3K
+ 52.41%
$91.41 - $94.22 $5.42M - $5.59M
172K $16.2B
DJD
Invesco Exchange Traded Fd Tr

ETFs
107K
+ 19789.65%
$47.46 - $53.19 $5.08M - $5.69M
108K $5.72B
HYG
Ishares Tr

ETFs
65.6K
+ 33.52%
$75.75 - $80.65 $4.97M - $5.29M
261K $21.1B
OEF
Ishares S&P 100 ETF

ETFs
18.2K
+ 803.44%
N/A
20.5K $6.24B
Activity Summary
Buys All Purchases 2207 New Holdings 406 Increased Positions 1801 Sells All Sells 1107 Reductions 1104 Sold out 3 Options Calls 0 Puts 0
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