Purchases and Sales Made in Q2 2023 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
780KNew |
$14.1M - $14.4M
|
780K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
409KNew |
$7.4M - $7.54M
|
409K
$8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
393KNew |
$7.1M - $7.24M
|
393K
$7.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
329KNew |
$5.96M - $6.07M
|
329K
$6.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
62.7KNew |
$1.13M - $1.16M
|
62.7K
$1.23M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.8K+ 100.78% |
$629K - $642K
|
69.4K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.66K+ 20.3% |
$139K - $141K
|
45.4K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4K+ 11.96% |
$61.5K - $62.7K
|
31.8K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.15K+ 64.59% |
$38.9K - $39.7K
|
5.48K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
297+ 0.74% |
$5.37K - $5.48K
|
40.5K
$793K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 1.33% |
$4.52K - $4.61K
|
19K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
20+ 0.0% |
$362 - $369
|
2.2M
$42.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.1 - $18.4
|
1
$19.6
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-787- 2.23% |
$14.2K - $14.5K
|
34.5K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 9.92% |
$23.4K - $23.9K
|
11.8K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 82.15% |
$32.7K - $33.4K
|
393
$7.69K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.32K- 16.5% |
$42K - $42.9K
|
11.8K
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-4.21K- 3.22% |
$76.2K - $77.7K
|
127K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-146K- 87.86% |
$2.63M - $2.69M
|
20.1K
$394K
|