Fund HoldingsPRINCIPAL SECURITIES, INC.

Total Portfolio Value
$8.31B
Total Bought
$2.43B
Total Sold
$1.22B
Net Transaction
+$1.21B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PRINCIPAL EXCHANGE TRADED FD
INTL EQUITY ETF
4,141,80011,041,875+6,900,075140,656396,2934.77%+255,637
PRINCIPAL EXCHANGE TRADED FD
CAP APP SEL ETF
05,804,126+5,804,1260192,3492.32%+192,349
PRINCIPAL EXCHANGE TRADED FD
FOCU BLUE CH ETF
04,261,372+4,261,3720154,1341.86%+154,134
ISHARES TR0371,938+371,9380278,5413.35%+278,541
SPDR SERIES TRUST
ST STR P500ETF
0838,885+838,885073,7210.89%+73,721
GOLDMAN SACHS ETF TR
CORE BOND ETF
01,104,041+1,104,041055,8200.67%+55,820
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
04,823,521+4,823,5210357,5524.31%+357,552
PRINCIPAL EXCHANGE TRADED FD
PRNC INVT GRAD
4,852,9736,438,151+1,585,178100,160133,0441.60%+32,884
PRINCIPAL EXCHANGE TRADED FD
ACTIVE HIGH YL
3,336,3594,807,872+1,471,51363,25791,7341.10%+28,477
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
2,536,3222,457,408-78,914145,393172,3242.07%+26,931
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0487,559+487,559025,7040.31%+25,704
GOLDMAN SACHS ETF TR01,209,324+1,209,3240124,6811.50%+124,681
SCHWAB STRATEGIC TR0490,430+490,430019,4600.23%+19,460
MICRON TECHNOLOGY INC(MU)18,48422,181+3,6976,24525,6030.31%+19,359
NVIDIA CORPORATION(NVDA)480,360512,188+31,82883,775102,4841.23%+18,709
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0379,584+379,584018,7060.23%+18,706
SPDR SERIES TRUST
ST STR SP600 SML
0319,166+319,166018,4060.22%+18,406
PRINCIPAL EXCHANGE TRADED FD
REAL EST ACT ETF
0649,260+649,260017,7320.21%+17,732
APPLE INC(AAPL)0336,456+336,456097,3571.17%+97,357
ISHARES INC0415,435+415,435017,1870.21%+17,187
GOLDMAN SACHS ETF TR
MAR 1000 GRO ETF
0251,058+251,058017,1350.21%+17,135
SPDR SERIES TRUST
ST LONG BD ETF
0763,272+763,272017,0970.21%+17,097
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
0375,987+375,987016,7240.20%+16,724
GOLDMAN SACHS ETF TR0596,572+596,572031,0220.37%+31,022
GOLDMAN SACHS ETF TR
CORPORATE BD ETF
0309,189+309,189015,6440.19%+15,644
GOLDMAN SACHS ETF TR0355,063+355,063050,3800.61%+50,380
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0421,483+421,483015,4260.19%+15,426
SPDR SERIES TRUST
ST INTER BD ETF
0457,974+457,974015,3240.18%+15,324
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
0539,112+539,112014,8090.18%+14,809
SPDR SERIES TRUST
ST LON TREAS ETF
0563,852+563,852014,7900.18%+14,790
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0348,629+348,629014,7570.18%+14,757
GOLDMAN SACHS ETF TR1,006,8891,266,757+259,86843,42757,8910.70%+14,464
INVESCO QQQ TR055,842+55,842041,1220.50%+41,122
TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE US
01,483,929+1,483,929068,5580.83%+68,558
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0354,662+354,662013,6830.16%+13,683
PRINCIPAL EXCHANGE TRADED FD
PRNCPL VLU ETF
1,428,4131,617,997+189,58473,54987,2121.05%+13,663
ALPHABET INC(GOOG)0194,208+194,208069,4040.84%+69,404
ADVANCED MICRO DEVICES INC(AMD)32,97633,699+7236,70819,5760.24%+12,867
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
0496,159+496,159012,8260.15%+12,826
SPDR SERIES TRUST
ST BLOO HIGH ETF
0129,523+129,523012,4820.15%+12,482
FIDELITY COVINGTON TRUST212,930198,769-14,16144,30056,7640.68%+12,464
BLACKROCK ETF TRUST
ISHA LA VALU ETF
0297,716+297,716012,2990.15%+12,299
AMAZON COM INC(AMZN)0347,640+347,640082,8571.00%+82,857
STATE STR SPDR S&P 500 ETF T(SPY)28,29540,728+12,43318,40130,4150.37%+12,013
SPDR SERIES TRUST
ST STR P500GRW
0100,948+100,948012,0120.14%+12,012
APPLIED MATLS INC40,92534,855-6,07013,98825,2000.30%+11,213
ISHARES TR0428,592+428,592058,9440.71%+58,944
TAIWAN SEMICONDUCTOR MANUFAC(TSM)072,621+72,621034,6810.42%+34,681
LAM RESEARCH CORP(LRCX)047,326+47,326020,5080.25%+20,508
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0220,603+220,603010,4120.13%+10,412
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0508,212+508,212010,2510.12%+10,251
ISHARES TR
MSCI USA MIN ETF
0105,628+105,628010,1890.12%+10,189
INTEL CORP(INTC)0100,631+100,631014,0510.17%+14,051
ALPHABET INC(GOOG)0134,297+134,297047,4510.57%+47,451
ISHARES TR
MSCI USA MMENTM
26,59746,907+20,3106,38316,0810.19%+9,698
KLA CORP(KLAC)058,969+58,969017,7920.21%+17,792
BROADCOM INC(AVGO)0128,290+128,290048,4620.58%+48,462
ISHARES TR0113,680+113,68009,3840.11%+9,384
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0175,876+175,87608,8590.11%+8,859
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0232,928+232,92808,5090.10%+8,509
VANECK ETF TRUST
SEMICONDUCTR ETF
029,827+29,827019,5630.24%+19,563
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
0328,521+328,52108,1410.10%+8,141
ISHARES TR
US TREAS BD ETF
1,303,1461,657,284+354,13829,85537,7530.45%+7,898
BLACKROCK ETF TRUST
ISHARES US EQUIT
0481,587+481,587032,7530.39%+32,753
VANGUARD INDEX FDS170,307168,597-1,71054,63662,3880.75%+7,751
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
910,3321,174,200+263,86822,34030,0600.36%+7,720
SPDR INDEX SHS FDS
ST PORT MARK ETF
0148,579+148,57907,6930.09%+7,693
GOLDMAN SACHS ETF TR
SMAL CAP EQU ETF
0110,713+110,71307,6650.09%+7,665
ELI LILLY &CO(LLY)023,901+23,901028,6680.35%+28,668
ISHARES TR370,956449,653+78,69735,22242,5010.51%+7,279
CATERPILLAR INC(CAT)19,44219,564+12213,77420,8340.25%+7,060
BLACKROCK ETF TRUST
ISHARES DEFENSE
191,256416,843+225,5876,25813,2470.16%+6,989
ISHARES TR
CORE UNIVRSL USD
614,297760,235+145,93828,37435,0850.42%+6,710
INVESCO EXCH TRADED FD TR II113,830244,324+130,4944,02610,6790.13%+6,653
SPDR INDEX SHS FDS
ST STR PO EX ETF
0130,637+130,63706,5830.08%+6,583
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
0127,959+127,95906,4890.08%+6,489
VANECK ETF TRUST
URANI NUCLE ETF
055,672+55,67206,4570.08%+6,457
SIMPLIFY EXCHANGE TRADED FUN
CURRE STRAT ETF
0213,835+213,83506,3700.08%+6,370
SSGA ACTIVE TR
STATE STREET US
74,030163,583+89,5534,27410,6100.13%+6,336
ISHARES TR
CORE MSCI INTL
0536,680+536,680047,7700.58%+47,770
SELECT SECTOR SPDR TR
ST STR TECHN ETF
032,137+32,13706,1230.07%+6,123
SELECT SECTOR SPDR TR
ST STR INDL ETF
032,828+32,82806,0810.07%+6,081
VANGUARD SPECIALIZED FUNDS036,386+36,38608,6100.10%+8,610
ISHARES TR
MSCI CHINA ETF
0123,683+123,68306,3110.08%+6,311
UNITEDHEALTH GROUP INC(UNH)030,333+30,333012,6070.15%+12,607
ISHARES TR073,948+73,94806,7000.08%+6,700
VISA INC(V)087,371+87,371029,9760.36%+29,976
SPDR SERIES TRUST
ST STR SP AERO
019,457+19,45705,5220.07%+5,522
SCHWAB STRATEGIC TR364,570480,364+115,79412,01317,4180.21%+5,405
SELECT SECTOR SPDR TR
ST STR FINL ETF
098,010+98,01005,2540.06%+5,254
SELECT SECTOR SPDR TR
ST STR ENERG ETF
097,683+97,68305,1880.06%+5,188
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
0194,070+194,07005,1210.06%+5,121
T ROWE PRICE EXCHANGE-TRADED
CAP APP PREM ETF
0229,827+229,82705,1020.06%+5,102
ETF SER SOLUTIONS
DEFIA QUANT ETF
030,549+30,54905,0520.06%+5,052
SCHWAB STRATEGIC TR01,417,627+1,417,627047,9730.58%+47,973
VANGUARD INDEX FDS0155,650+155,650033,9210.41%+33,921
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0174,643+174,64304,8990.06%+4,899
TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE EQ
0756,249+756,249029,3120.35%+29,312
SSGA ACTIVE TR
ST STR SECTO ETF
0187,354+187,35404,8060.06%+4,806
JPMORGAN CHASE &CO(JPM)0106,584+106,584034,8880.42%+34,888
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