Purchases and Sales Made in Q3 2025 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
599K+ 58.95% |
$11.5M - $11.7M
|
1.62M
$30.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
108K+ 3.91% |
$2.07M - $2.1M
|
2.87M
$54.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
58KNew |
$1.11M - $1.13M
|
58K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 88.3% |
$715K - $727K
|
79.7K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
25.1K+ 17.2% |
$481K - $489K
|
171K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.7K+ 50.32% |
$243K - $247K
|
38K
$724K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 100.5% |
$227K - $231K
|
23.6K
$451K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 5.15% |
$198K - $202K
|
212K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.1KNew |
$136K - $138K
|
7.1K
$135K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 22.55% |
$89.4K - $90.9K
|
25.4K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.43K+ 9.76% |
$46.4K - $47.2K
|
27.3K
$520K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 6.88% |
$39.6K - $40.2K
|
32.1K
$613K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 1.1% |
$32.6K - $33.2K
|
157K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
927+ 8.12% |
$17.7K - $18K
|
12.3K
$235K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
321+ 0.62% |
$6.14K - $6.25K
|
52.4K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$1.15K - $1.17K
|
4.82K
$91.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-234- 1.54% |
$4.48K - $4.55K
|
15K
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-483- 1.5% |
$9.24K - $9.4K
|
31.6K
$603K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-870- 4.18% |
$16.7K - $16.9K
|
19.9K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.49K- 0.48% |
$86K - $87.4K
|
933K
$17.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.49K- 11.45% |
$105K - $107K
|
42.5K
$810K
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-5.89K- 6.21% |
$113K - $115K
|
89K
$1.7M
|