Purchases and Sales Made in Q1 2024 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q1 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135K+ 7689.66% |
$2.54M - $2.6M
|
137K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
130KNew |
$2.44M - $2.5M
|
130K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
118K+ 34.62% |
$2.21M - $2.27M
|
459K
$8.84M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.5K+ 38.89% |
$1.72M - $1.76M
|
327K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.4K+ 800.52% |
$1.3M - $1.33M
|
78K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
43.5K+ 9.04% |
$815K - $835K
|
524K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7K+ 101.26% |
$745K - $763K
|
79K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 17.73% |
$497K - $509K
|
176K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
25.6K+ 1.14% |
$481K - $492K
|
2.28M
$43.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
22.8KNew |
$428K - $438K
|
22.8K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15.7K+ 2.08% |
$294K - $301K
|
767K
$14.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 9.66% |
$237K - $243K
|
143K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.4K+ 48.77% |
$232K - $238K
|
37.8K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$200K - $204K
|
10.7K
$205K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.57K+ 2.23% |
$104K - $107K
|
255K
$4.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.22K+ 0.52% |
$79.1K - $81K
|
816K
$15.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 24.1% |
$75K - $76.8K
|
20.6K
$397K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.6K+ 7.7% |
$48.8K - $50K
|
36.4K
$701K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.6KNew |
$48.8K - $49.9K
|
2.6K
$50.1K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 42.93% |
$30.5K - $31.3K
|
5.42K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$20.6K - $21.1K
|
1.1K
$21.1K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 8.16% |
$20K - $20.5K
|
14.2K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.05KNew |
$19.7K - $20.2K
|
1.05K
$20.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
627+ 13.08% |
$11.8K - $12K
|
5.42K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$32.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
37+ 3.09% |
$694 - $710
|
1.24K
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$18.8 - $19.2
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-284- 2.12% |
$5.33K - $5.45K
|
13.1K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-521- 0.11% |
$9.77K - $10K
|
490K
$9.44M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.28K- 13.68% |
$24K - $24.6K
|
8.08K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.5K- 11.77% |
$28.2K - $28.8K
|
11.3K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-4.29K- 4.07% |
$80.4K - $82.3K
|
101K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.31K- 16.47% |
$80.9K - $82.8K
|
21.9K
$421K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.72K- 14.3% |
$88.5K - $90.6K
|
28.3K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.1K- 53.45% |
$903K - $924K
|
41.9K
$807K
|