DIVI β€” FRANKLIN TEMPLETON ETF TR

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported FRANKLIN TEMPLETON ETF TR (DIVI) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows DIVI at 0.00% 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 DIVI 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 FRANKLIN TEMPLETON ETF TR, 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 Q3

DIVI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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 Q3

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 DIVI β€” position size vs. price
% of Fund (quarterly)    DIVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,946 +4,338 +120.2% 0.00% $296K 2025-11-12 $38.06
2025 Q2 REDUCED 3,608 -121 -3.2% 0.00% $129K 2025-08-11 $35.31
2025 Q1 UNCHANGED 3,729 β€” 0% 0.00% $112K 2025-04-30 $32.45
2024 Q4 ADDED 3,729 +323 +9.5% 0.00% $112K 2025-01-30 $30.47
2024 Q3 REDUCED 3,406 -2,893 -45.9% 0.00% $113K 2024-10-28 $30.33
2024 Q2 ADDED 6,299 +5,653 +875.1% 0.01% $197K 2024-07-31 $30.40
2024 Q1 ADDED 646 +12 +1.9% 0.00% $21K 2024-05-10 $29.84
2023 Q4 INITIATED 634 β€” β€” 0.00% $19K 2024-02-07 $28.06

FAQ About PRINCIPAL SECURITIES, INC. and DIVI

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 DIVI?

PRINCIPAL SECURITIES, INC. reported DIVI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for DIVI was 0.01% in 2024 Q2.

What is the latest reported DIVI position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 7,946 shares, equal to 0.00% of portfolio, with an estimated market value of $296K.

What does the chart on this DIVI ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly DIVI 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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