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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
593K+ 69.76% |
$10.8M - $11.5M
|
1.44M
$27.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
418K+ 69.71% |
$7.58M - $8.09M
|
1.02M
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
163K+ 151.39% |
$2.97M - $3.16M
|
271K
$5.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
155K+ 5.94% |
$2.81M - $3M
|
2.76M
$53.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
94.9KNew |
$1.72M - $1.84M
|
94.9K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
79.9K+ 65.72% |
$1.45M - $1.55M
|
201K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.9KNew |
$1.38M - $1.47M
|
75.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
67.2K+ 287.11% |
$1.22M - $1.3M
|
90.5K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.6K+ 19.78% |
$864K - $922K
|
288K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.3K+ 94.36% |
$823K - $878K
|
93.4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44KNew |
$800K - $853K
|
44K
$847K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 216.58% |
$746K - $795K
|
60K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36.7K+ 4.98% |
$667K - $712K
|
774K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 46.93% |
$664K - $708K
|
114K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
30.1KNew |
$546K - $583K
|
30.1K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25.3KNew |
$459K - $489K
|
25.3K
$486K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 1.48% |
$373K - $398K
|
1.41M
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
20.2K+ 9.63% |
$366K - $391K
|
230K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.2K+ 14.23% |
$331K - $353K
|
146K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 5.27% |
$251K - $268K
|
276K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 68.76% |
$231K - $246K
|
31.2K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.6K+ 1.99% |
$210K - $224K
|
592K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4KNew |
$207K - $221K
|
11.4K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$204K - $218K
|
11.3K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.72K+ 22.21% |
$158K - $169K
|
48K
$923K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.29K+ 0.89% |
$151K - $161K
|
938K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.27K+ 1.22% |
$114K - $122K
|
519K
$9.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.13K+ 23.56% |
$111K - $119K
|
32.1K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.53K+ 36.41% |
$100K - $107K
|
20.7K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.24KNew |
$95.1K - $101K
|
5.24K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.24K+ 14.12% |
$95.1K - $101K
|
42.3K
$814K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.92K+ 28.69% |
$71.2K - $76K
|
17.6K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16K+ 5.31% |
$57.5K - $61.3K
|
62.8K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3K+ 13.76% |
$54.5K - $58.1K
|
24.8K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.88K+ 8.17% |
$34.1K - $36.4K
|
24.8K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 10.16% |
$31.6K - $33.7K
|
18.9K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31KNew |
$23.8K - $25.4K
|
1.31K
$25.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 0.43% |
$19K - $20.2K
|
244K
$4.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
766+ 1.49% |
$13.9K - $14.8K
|
52.1K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
643+ 1.68% |
$11.7K - $12.5K
|
38.8K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113New |
$2.05K - $2.19K
|
113
$2.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.54% |
$54.5 - $58.1
|
562
$10.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.67% |
$18.2 - $19.4
|
151
$2.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
403KNew |
$7.68M - $7.87M
|
403K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$1.22M - $1.25M
|
64.1K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.8K+ 6.31% |
$700K - $718K
|
620K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 81.93% |
$49.2K - $50.4K
|
5.74K
$110K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
485+ 22.59% |
$9.23K - $9.46K
|
2.63K
$50.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$780 - $800
|
41
$789
|
|