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 SIMPLIFY EXCHANGE TRADED FUN (RFIX). 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 | 10,443 | +2,613 | +33.4% | 0.01% | $379K | $36.10 |
| 2025 Q3 | ADDED | 7,830 | +1,018 | +14.9% | 0.01% | $334K | $41.81 |
| 2025 Q2 | INITIATED | 6,812 | — | — | 0.01% | $331K | $47.05 |
As of 2025 Q4 — sorted by position size