Ownership history in PRINCIPAL SECURITIES, INC. · 9 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in CAPITOL SER TR (HTUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,297 | -4,597 | -22.0% | 0.01% | $647K | $39.70 |
| 2025 Q3 | ADDED | 20,894 | +693 | +3.4% | 0.01% | $891K | $38.16 |
| 2025 Q2 | REDUCED | 20,201 | -1,628 | -7.5% | 0.02% | $806K | $35.71 |
| 2025 Q1 | UNCHANGED | 21,829 | — | 0% | 0.02% | $831K | $32.59 |
| 2024 Q4 | REDUCED | 21,829 | -2,627 | -10.7% | 0.02% | $831K | $34.06 |
| 2024 Q3 | ADDED | 24,456 | +5,531 | +29.2% | 0.03% | $1.1M | $33.50 |
| 2024 Q2 | ADDED | 18,925 | +14,577 | +335.3% | 0.02% | $784K | $31.55 |
| 2024 Q1 | ADDED | 4,348 | +1,413 | +48.1% | 0.01% | $174K | $30.43 |
| 2023 Q4 | INITIATED | 2,935 | — | — | 0.00% | $105K | — |
As of 2025 Q4 — sorted by position size