TOPT — ISHARES TR

Ownership history in PRINCIPAL SECURITIES, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (TOPT). 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 Q3 ADDED 8,810 +8,754 +15632.1% 0.00% $268K $30.40
2025 Q2 INITIATED 56 — — 0.00% $2K $27.21
% of Fund (quarterly)    TOPT price (monthly, adj. close)

Other funds also holding TOPT

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 5.58% Goodman Advisory Group, LLC 3Y 3.0% ATX Financial Planning, LLC 1.17% Core Wealth Partners LLC 3Y 0.49% RIA Advisory Group LLC 3Y 0.36% Keystone Wealth Services, LLC 3Y 0.29% Clear Creek Financial Management, LLC 3Y 0.27% Tranquilli Financial Advisor LLC 3Y 0.2% Insight Wealth Partners, LLC 3Y 0.14% CPC Advisors, LLC 3Y 0.14%
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