Principal Securities, Inc. Purchases in Q4 2024

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
700
+ 2.97%
$55.73 - $66.16 $39K - $46.3K
24.2K $1.46B
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.63K
+ 22.28%
$23.14 - $26.91 $107K - $124K
25.4K $605M
TWLO
Twilio Inc

Communication Services
744
+ 133.09%
$63.73 - $114.96 $47.4K - $85.5K
1.3K $141M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
910
+ 27.58%
$83.95 - $99.75 $76.4K - $90.8K
4.21K $376M
CGO
Calamos Global Total Return Fund

Financial Services
16.9K
+ 10.62%
$11.35 - $12.59 $192K - $213K
176K $2.01B
TRV
Travelers Companies, Inc.

Financial Services
354
+ 13.47%
$225.97 - $266.66 $80K - $94.4K
2.98K $719M
IR
Ingersoll Rand Inc.

Industrials
1.48K
+ 36.93%
$90.46 - $105.35 $134K - $156K
5.48K $495M
KR
Kroger CO

Consumer Defensive
1.28K
+ 20.86%
$55.21 - $63.3 $70.7K - $81K
7.42K $453M
ERIC
Ericsson Lm Telephone CO

Technology
12.2K
+ 225.43%
$7.36 - $8.59 $89.6K - $105K
17.6K $142M
IWL
Ishares Tr Russell 200 ETF

ETFs
529
+ 9.35%
$138.92 - $149.97 $73.5K - $79.3K
6.19K $896M
CFG
Citizens Financial Group Inc

Financial Services
1.96K
+ 36.96%
$39.92 - $48.46 $78.2K - $94.9K
7.26K $318M
FITB
Fifth Third Bancorp

Financial Services
2.72K
+ 9.66%
$41.76 - $48.44 $114K - $132K
30.9K $1.31B
Invesco Exch Trd Slf Idx Fd
3.96K
New
N/A
3.96K $99.3M
KMB
Kimberly Clark Corp

Consumer Defensive
1.62K
+ 16.09%
$130.37 - $146.09 $212K - $237K
11.7K $1.54B
Liberty Media Corp Del
475
+ 13.1%
N/A
4.1K $380M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.05K
+ 5.62%
$50.53 - $55.55 $104K - $114K
38.5K $1.96B
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4.72K
New
$20.78 - $21.38 $98K - $101K
4.72K $98.7M
DT
Dynatrace, Inc.

Technology
1.59K
+ 11.53%
$51.09 - $59.6 $81.2K - $94.8K
15.4K $836M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
4.45K
New
$21.88 - $26.03 $97.3K - $116K
4.45K $98.4M
BSMU
Invesco Exchange Self Ind Tr

ETFs
4.48K
New
$21.63 - $22.25 $96.8K - $99.6K
4.48K $97.2M
HBAN
Huntington Bancshares Inc

Financial Services
2.69K
+ 7.97%
$14.18 - $18.2 $38.1K - $48.9K
36.4K $592M
PWR
Quanta Services, Inc.

Industrials
187
+ 9.03%
$296.05 - $346.6 $55.4K - $64.8K
2.26K $714M
Super Micro Computer Inc
3.15K
New
N/A
3.15K $95.9M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.12K
New
$22.83 - $23.36 $94K - $96.2K
4.12K $94.5M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
3.99K
New
$23.55 - $23.9 $94K - $95.4K
3.99K $94.2M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
4.04K
New
$23.26 - $23.6 $93.9K - $95.3K
4.04K $94.2M
LRGF
Ishares Tr

ETFs
1.56K
New
$58.25 - $63.26 $90.9K - $98.7K
1.56K $94.2M
CBOE
Cboe Global Markets, Inc.

Financial Services
576
+ 28.73%
$191.61 - $217.84 $110K - $125K
2.58K $504M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
933
+ 108.49%
$102.08 - $110.92 $95.2K - $103K
1.79K $184M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.83K
+ 10.42%
$33.7 - $37.69 $95.3K - $107K
30K $1.03B
STZ
Constellation Brands, Inc.

Consumer Defensive
1.53K
+ 22.89%
$219.66 - $257.62 $337K - $395K
8.23K $1.82B
WAT
Waters Corp

Healthcare
213
+ 17.65%
$323.11 - $392.01 $68.8K - $83.5K
1.42K $527M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.51K
+ 4.33%
$14.28 - $14.81 $92.9K - $96.3K
157K $2.25B
SUB
Ishares Short Term National Mu

ETFs
977
+ 5.27%
$104.94 - $106.2 $103K - $104K
19.5K $2.06B
VGT
Vanguard Information Technolog

ETFs
113
+ 20.4%
$571.78 - $647.97 $64.6K - $73.2K
667 $415M
XPO
Xpo Logistics, Inc.

Industrials
240
+ 9.75%
$105.35 - $158.2 $25.3K - $38K
2.7K $354M
HYGV
Flexshares Tr High Yield Value

ETFs
2.32K
+ 34.91%
$40.53 - $41.51 $94.2K - $96.4K
8.98K $365M
OKE
Oneok Inc

Energy
563
+ 16.6%
$92.28 - $117.05 $52K - $65.9K
3.95K $397M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.01K
+ 42.41%
$85.41 - $87.1 $86.6K - $88.3K
3.41K $294M
Spdr Ser Tr
3.39K
New
N/A
3.39K $87.6M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
3.55K
+ 1420.0%
$24.45 - $24.62 $86.8K - $87.4K
3.8K $93.1M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
725
+ 123.09%
$87.56 - $119.8 $63.5K - $86.9K
1.31K $144M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
3.69K
+ 1316.07%
$23.48 - $23.73 $86.5K - $87.4K
3.97K $93.5M
RELX
Relx PLC

Communication Services
2.17K
+ 36.98%
$44.45 - $48.63 $96.4K - $105K
8.04K $365M
RJF
Raymond James Financial Inc

Financial Services
142
+ 7.28%
$123.0 - $170.1 $17.5K - $24.2K
2.09K $325M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.97K
+ 207.59%
$44.21 - $46.46 $87.1K - $91.5K
2.92K $129M
FRPT
Freshpet, Inc.

Consumer Defensive
576
New
$132.54 - $156.76 $76.3K - $90.3K
576 $85.3M
VVR
Invesco Senior Income Trust

Financial Services
34.2K
+ 8.22%
$3.83 - $4.07 $131K - $139K
450K $1.78B
UTHR
United Therapeutics Corp

Healthcare
270
+ 14.18%
$348.66 - $410.0 $94.1K - $111K
2.17K $767M
Activity Summary
Buys All Purchases 2017 New Holdings 254 Increased Positions 1763 Sells All Sells 865 Reductions 863 Sold out 2 Options Calls 0 Puts 0
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