BKSE β€” BNY MELLON ETF TRUST

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  9 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported BNY MELLON ETF TRUST (BKSE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows BKSE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in BNY MELLON ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BKSE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held BKSE β€” position size vs. price
% of Fund (quarterly)    BKSE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,939 +35 +1.2% 0.01% $331K 2026-02-14 (Est.) $119.86
2025 Q3 REDUCED 2,904 -15 -0.5% 0.01% $320K 2025-11-12 $110.34
2025 Q2 REDUCED 2,919 -9 -0.3% 0.01% $292K 2025-08-11 $100.02
2025 Q1 UNCHANGED 2,928 β€” 0% 0.01% $295K 2025-04-30 $88.64
2024 Q4 ADDED 2,928 +2 +0.1% 0.01% $295K 2025-01-30 $103.30
2024 Q3 UNCHANGED 2,926 β€” 0% 0.01% $297K 2024-10-28 $99.25
2024 Q2 UNCHANGED 2,926 β€” 0% 0.01% $271K 2024-07-31 $98.51
2024 Q1 UNCHANGED 2,926 β€” 0% 0.01% $281K 2024-05-10 $91.14
2023 Q4 INITIATED 2,926 β€” β€” 0.01% $274K 2024-02-07 $86.64

🏒 Other funds also holding BKSE

As of 2026 Q1 β€” sorted by position size

PARK AVENUE SECURITIES LLC 3Y 7Y 0.01%

FAQ About PRINCIPAL SECURITIES, INC. and BKSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning BKSE?

PRINCIPAL SECURITIES, INC. reported BKSE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BKSE position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for BKSE was 0.01% in 2023 Q4.

What is the latest reported BKSE position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL SECURITIES, INC. reported 2,939 shares, equal to 0.01% of portfolio, with an estimated market value of $331K.

What does the chart on this BKSE ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly BKSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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