Purchases and Sales Made in Q2 2024 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
404K+ 294.31% |
$7.57M - $7.73M
|
541K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
257KNew |
$4.82M - $4.92M
|
257K
$5.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 297.09% |
$4.4M - $4.49M
|
314K
$6.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
206K+ 44.79% |
$3.85M - $3.94M
|
665K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.5K+ 18.2% |
$1.11M - $1.14M
|
386K
$7.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.3K+ 621.97% |
$942K - $962K
|
58.3K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
41.6K+ 7.94% |
$780K - $797K
|
566K
$11M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
36.1K+ 1.59% |
$677K - $692K
|
2.32M
$45.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5KNew |
$553K - $565K
|
29.5K
$575K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 14.06% |
$464K - $474K
|
201K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23.4K+ 2.87% |
$438K - $448K
|
839K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19.1K+ 2.49% |
$358K - $365K
|
786K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 96.77% |
$193K - $197K
|
21K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.94K+ 34.79% |
$149K - $152K
|
30.8K
$599K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.14K+ 2.8% |
$134K - $137K
|
262K
$5.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.51KNew |
$65.8K - $67.3K
|
3.51K
$68.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 13.87% |
$36.8K - $37.6K
|
16.1K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 7.63% |
$31.3K - $31.9K
|
23.5K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 1.92% |
$13.6K - $13.9K
|
38.5K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
329+ 0.9% |
$6.17K - $6.3K
|
36.8K
$716K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.31% |
$1.18K - $1.21K
|
20.7K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 3.23% |
$637 - $651
|
1.09K
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.2
|
1
$19.5
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-221- 8.5% |
$4.14K - $4.23K
|
2.38K
$46.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-627- 11.57% |
$11.7K - $12K
|
4.79K
$93.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-815- 0.57% |
$15.3K - $15.6K
|
143K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.66K- 2.63% |
$49.8K - $50.9K
|
98.5K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.11K- 29.66% |
$58.3K - $59.6K
|
7.37K
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.22K- 11.37% |
$60.3K - $61.6K
|
25.1K
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-4.62K- 0.94% |
$86.6K - $88.5K
|
486K
$9.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 44.93% |
$657K - $671K
|
43K
$837K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.2K- 63.85% |
$1.56M - $1.59M
|
47.1K
$918K
|