Purchases and Sales Made in Q3 2025 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q3 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.06MNew |
$20.2M - $20.5M
|
1.06M
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670K+ 46.45% |
$12.8M - $13M
|
2.11M
$40.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
599K+ 58.95% |
$11.5M - $11.7M
|
1.62M
$30.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
410K+ 168.04% |
$7.84M - $7.98M
|
654K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 20.56% |
$5.56M - $5.65M
|
1.7M
$32.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
156K+ 26.4% |
$2.99M - $3.04M
|
748K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
130KNew |
$2.49M - $2.53M
|
130K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
119K+ 43.12% |
$2.28M - $2.32M
|
395K
$7.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
108K+ 3.91% |
$2.07M - $2.1M
|
2.87M
$54.5M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106K+ 92.97% |
$2.04M - $2.07M
|
221K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 34.94% |
$1.93M - $1.96M
|
389K
$7.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
58KNew |
$1.11M - $1.13M
|
58K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
51.9K+ 6.7% |
$993K - $1.01M
|
826K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
38.2K+ 16.65% |
$732K - $744K
|
268K
$5.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 88.3% |
$715K - $727K
|
79.7K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 28.57% |
$495K - $503K
|
116K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
25.1K+ 17.2% |
$481K - $489K
|
171K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
20.6K+ 3.98% |
$395K - $402K
|
540K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.8K+ 1279.91% |
$321K - $326K
|
18.1K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16.5KNew |
$315K - $320K
|
16.5K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 63.91% |
$303K - $308K
|
40.7K
$772K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.7KNew |
$300K - $305K
|
15.7K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 18.18% |
$289K - $294K
|
98.3K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.7K+ 50.32% |
$243K - $247K
|
38K
$722K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 100.5% |
$227K - $231K
|
23.6K
$449K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
11.6K+ 26.32% |
$222K - $226K
|
55.6K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.6KNew |
$203K - $206K
|
10.6K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.4K+ 5.15% |
$198K - $202K
|
212K
$4.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.88KNew |
$170K - $173K
|
8.88K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
7.59K+ 4.44% |
$145K - $148K
|
178K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.1KNew |
$136K - $138K
|
7.1K
$135K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.34KNew |
$102K - $104K
|
5.34K
$101K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.27K+ 1.94% |
$101K - $103K
|
277K
$5.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5K+ 28.43% |
$95.7K - $97.3K
|
22.6K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 22.55% |
$89.4K - $90.9K
|
25.4K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 10.31% |
$61.5K - $62.5K
|
34.4K
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.43K+ 9.76% |
$46.4K - $47.2K
|
27.3K
$518K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 6.88% |
$39.6K - $40.2K
|
32.1K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 1.1% |
$32.6K - $33.2K
|
157K
$2.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 8.72% |
$31.5K - $32K
|
20.5K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
$30.7K - $31.2K
|
1.61K
$30.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
927+ 8.12% |
$17.7K - $18K
|
12.3K
$235K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
321+ 0.62% |
$6.14K - $6.25K
|
52.4K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$1.15K - $1.17K
|
4.82K
$91.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-234- 1.54% |
$4.48K - $4.55K
|
15K
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-483- 1.5% |
$9.24K - $9.4K
|
31.6K
$601K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-870- 4.18% |
$16.7K - $16.9K
|
19.9K
$379K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-997- 8.86% |
$19.1K - $19.4K
|
10.3K
$195K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.07K- 36.43% |
$20.4K - $20.8K
|
1.86K
$35.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.62K- 11.72% |
$69.2K - $70.4K
|
27.2K
$518K
|
|