Latest Institutional Transactions on Principal Exchange Traded Fds (YLD)
This table provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 88.3% |
$715K - $727K
|
79.7K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$1.15K - $1.17K
|
4.82K
$91.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 22.55% |
$89.4K - $90.9K
|
25.4K
$482K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
58KNew |
$1.11M - $1.13M
|
58K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.49K- 0.48% |
$86K - $87.4K
|
933K
$17.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
321+ 0.62% |
$6.14K - $6.25K
|
52.4K
$995K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.6K+ 19.78% |
$864K - $922K
|
288K
$5.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.67% |
$18.2 - $19.4
|
151
$2.87K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.54% |
$54.5 - $58.1
|
562
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.9KNew |
$1.38M - $1.47M
|
75.9K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113New |
$2.05K - $2.19K
|
113
$2.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.24KNew |
$95.1K - $101K
|
5.24K
$99.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-630- 0.19% |
$11.4K - $12.2K
|
324K
$6.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.11K- 17.15% |
$56.4K - $60.1K
|
15K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-2.11K- 49.99% |
$38.4K - $40.9K
|
2.11K
$40.1K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-36.2KClosed |
$690K - $707K
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.2K- 4.91% |
$118K - $121K
|
120K
$2.28M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
403KNew |
$7.68M - $7.87M
|
403K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$780 - $800
|
41
$779
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1KNew |
$1.22M - $1.25M
|
64.1K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33+ 2.63% |
$628 - $644
|
1.29K
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15K- 59.35% |
$286K - $293K
|
10.3K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-217K- 45.22% |
$4.12M - $4.22M
|
262K
$4.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58K+ 81.93% |
$49.2K - $50.4K
|
5.74K
$109K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 4.6% |
$13.2K - $13.6K
|
15.7K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
190K+ 214.68% |
$3.64M - $3.73M
|
279K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-324- 0.89% |
$6.21K - $6.35K
|
36.2K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 31.6% |
$1.51K - $1.55K
|
329
$6.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$6K - $6.14K
|
313
$5.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13KNew |
$40.8K - $41.7K
|
2.13K
$40.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$195K - $200K
|
10.2K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
52.4K+ 5.24% |
$1M - $1.03M
|
1.05M
$20M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 1.62% |
$4.93K - $5.12K
|
15.9K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
221New |
$4.17K - $4.34K
|
221
$4.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.55K- 21.02% |
$29.3K - $30.4K
|
5.82K
$111K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.1K+ 135.94% |
$758K - $787K
|
69.7K
$1.32M
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$10.8M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.5K- 11.77% |
$28.2K - $28.8K
|
11.3K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$20.6K - $21.1K
|
1.1K
$20.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$17.7K - $19.1K
|
1K
$19K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$480K - $519K
|
27.2K
$517K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22KNew |
$388K - $419K
|
22K
$418K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1KNew |
$1.05M - $1.07M
|
58.1K
$1.1M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
329KNew |
$5.96M - $6.07M
|
329K
$6.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
62.7KNew |
$1.13M - $1.16M
|
62.7K
$1.19M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
300New |
$5.2K - $5.53K
|
300
$5.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
400New |
$6.94K - $7.37K
|
400
$7.6K
|
|