Ownership history in PRINCIPAL SECURITIES, INC. · 3 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in PRINCIPAL EXCHANGE TRADED FD (LCAP). 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 | ADDED | 2,939,281 | +2,136,058 | +265.9% | 1.34% | $86.8M | $29.54 |
| 2025 Q3 | ADDED | 803,223 | +401,445 | +99.9% | 0.38% | $23.3M | $28.98 |
| 2025 Q2 | INITIATED | 401,778 | — | — | 0.20% | $10.8M | $26.81 |
As of 2025 Q4 — sorted by position size