Latest Institutional Purchases of Principal Exchange Traded Fds (YLD)
This list provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
30.1KNew |
$546K - $583K
|
30.1K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$459K - $489K
|
25.3K
$487K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.2K+ 14.23% |
$331K - $353K
|
146K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4KNew |
$207K - $221K
|
11.4K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.53K+ 36.41% |
$100K - $107K
|
20.7K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16K+ 5.31% |
$57.5K - $61.3K
|
62.8K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.88K+ 8.17% |
$34.1K - $36.4K
|
24.8K
$479K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
761K+ 120.51% |
$14.5M - $14.8M
|
1.39M
$26.8M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
403KNew |
$7.68M - $7.87M
|
403K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
262KNew |
$4.99M - $5.12M
|
262K
$5.06M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
209KNew |
$3.98M - $4.08M
|
209K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 102.88% |
$2.32M - $2.38M
|
241K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
121KNew |
$2.31M - $2.37M
|
121K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
108KNew |
$2.05M - $2.11M
|
108K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
91.2K+ 14.11% |
$1.74M - $1.78M
|
737K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
78K+ 3.08% |
$1.48M - $1.52M
|
2.61M
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.9KNew |
$1.48M - $1.52M
|
77.9K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$1.22M - $1.25M
|
64.1K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.1K+ 31.45% |
$1.11M - $1.13M
|
243K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 9.82% |
$1.02M - $1.04M
|
599K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
49.1K+ 5.57% |
$934K - $957K
|
930K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.1KNew |
$744K - $763K
|
39.1K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.8K+ 6.31% |
$700K - $718K
|
620K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31K+ 376.51% |
$590K - $605K
|
39.3K
$756K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8KNew |
$415K - $425K
|
21.8K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17.1KNew |
$326K - $334K
|
17.1K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.9K+ 133.88% |
$283K - $290K
|
26K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 30.34% |
$213K - $218K
|
48.1K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 77.29% |
$194K - $199K
|
23.4K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.07K+ 32.35% |
$173K - $177K
|
37.1K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 67.34% |
$145K - $149K
|
19K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 16.95% |
$51K - $52.2K
|
18.5K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 81.93% |
$49.2K - $50.4K
|
5.74K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
649+ 0.33% |
$12.4K - $12.7K
|
197K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 0.07% |
$11.4K - $11.7K
|
850K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
559New |
$10.6K - $10.9K
|
559
$10.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
485+ 22.59% |
$9.23K - $9.46K
|
2.63K
$50.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
149+ 14900.0% |
$2.84K - $2.91K
|
150
$2.89K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 0.31% |
$2.26K - $2.32K
|
38.2K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$780 - $800
|
41
$790
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33+ 2.63% |
$628 - $644
|
1.29K
$24.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
190K+ 214.68% |
$3.64M - $3.73M
|
279K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
52.4K+ 5.24% |
$1M - $1.03M
|
1.05M
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$195K - $200K
|
10.2K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13KNew |
$40.8K - $41.7K
|
2.13K
$41K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
988+ 16.49% |
$18.9K - $19.4K
|
6.98K
$134K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 4.6% |
$13.2K - $13.6K
|
15.7K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$6K - $6.14K
|
313
$6.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 31.6% |
$1.51K - $1.55K
|
329
$6.34K
|
|