PRINCIPAL SECURITIES, INC.
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 4,819,169 | +4,819,169 | 0 | 139,707,716 | +139,707,716 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 4,141,800 | +4,141,800 | 0 | 140,655,519 | +140,655,519 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 4,852,973 | +4,852,973 | 0 | 100,160,448 | +100,160,448 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 1,428,413 | +1,428,413 | 0 | 73,548,635 | +73,548,635 |
| GOLDMAN SACHS ETF TR | 0 | 186,822 | +186,822 | 0 | 13,057,022 | +13,057,022 |
| ISHARES TR | 0 | 137,329 | +137,329 | 0 | 15,159,717 | +15,159,717 |
| ISHARES TR | 0 | 1,303,146 | +1,303,146 | 0 | 29,855,072 | +29,855,072 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 2,536,322 | +2,536,322 | 0 | 145,392,994 | +145,392,994 |
| ISHARES TR | 0 | 638,337 | +638,337 | 0 | 57,788,620 | +57,788,620 |
| BLACKROCK ETF TRUST | 0 | 314,366 | +314,366 | 0 | 11,353,388 | +11,353,388 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 910,332 | +910,332 | 0 | 22,339,555 | +22,339,555 |
| FIDELITY COVINGTON TRUST | 0 | 212,930 | +212,930 | 0 | 44,299,988 | +44,299,988 |
| FRANKLIN TEMPLETON ETF TR | 0 | 282,972 | +282,972 | 0 | 10,237,927 | +10,237,927 |
| SCHWAB STRATEGIC TR | 0 | 1,949,070 | +1,949,070 | 0 | 51,864,745 | +51,864,745 |
| PACER FDS TR | 0 | 282,202 | +282,202 | 0 | 17,654,565 | +17,654,565 |
| BLACKROCK ETF TRUST | 0 | 289,171 | +289,171 | 0 | 9,297,713 | +9,297,713 |
| INVESCO EXCHANGE TRADED FD T | 0 | 127,717 | +127,717 | 0 | 18,521,466 | +18,521,466 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 3,336,359 | +3,336,359 | 0 | 63,257,368 | +63,257,368 |
| ISHARES TR | 0 | 370,956 | +370,956 | 0 | 35,222,275 | +35,222,275 |
| PRINCIPAL FINANCIAL GROUP IN | 0 | 105,011 | +105,011 | 0 | 9,462,522 | +9,462,522 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 154,675 | +154,675 | 0 | 7,534,245 | +7,534,245 |
| ISHARES TR | 0 | 702,083 | +702,083 | 0 | 71,787,960 | +71,787,960 |
| SPDR SERIES TRUST | 0 | 496,638 | +496,638 | 0 | 11,035,297 | +11,035,297 |
| BLACKROCK ETF TRUST | 0 | 155,678 | +155,678 | 0 | 6,392,139 | +6,392,139 |
| BLACKROCK ETF TRUST | 0 | 191,256 | +191,256 | 0 | 6,257,896 | +6,257,896 |
| LEGG MASON ETF INVT | 0 | 493,235 | +493,235 | 0 | 19,995,747 | +19,995,747 |
| ASTRAZENECA PLC | 0 | 30,501 | +30,501 | 0 | 6,015,493 | +6,015,493 |
| ISHARES TR | 0 | 396,724 | +396,724 | 0 | 49,316,809 | +49,316,809 |
| INVESCO ACTIVELY MANAGED EXC | 0 | 317,052 | +317,052 | 0 | 15,890,667 | +15,890,667 |
| EXXON MOBIL CORP | 0 | 109,151 | +109,151 | 0 | 18,518,543 | +18,518,543 |
| SELECT SECTOR SPDR TR | 0 | 122,380 | +122,380 | 0 | 7,497,000 | +7,497,000 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 1,212,564 | +1,212,564 | 0 | 22,820,456 | +22,820,456 |
| GOLDMAN SACHS ETF TR | 0 | 1,445,620 | +1,445,620 | 0 | 59,733,031 | +59,733,031 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 411,536 | +411,536 | 0 | 9,673,146 | +9,673,146 |
| DOUBLELINE ETF TRUST | 0 | 92,886 | +92,886 | 0 | 4,826,357 | +4,826,357 |
| ISHARES TR | 0 | 97,229 | +97,229 | 0 | 8,028,226 | +8,028,226 |
| CHEVRON CORPORATION | 0 | 73,379 | +73,379 | 0 | 15,182,169 | +15,182,169 |
| NVIDIA CORPORATION | 0 | 480,360 | +480,360 | 0 | 83,774,765 | +83,774,765 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 146,122 | +146,122 | 0 | 4,272,608 | +4,272,608 |
| SPDR INDEX SHS FDS | 0 | 88,356 | +88,356 | 0 | 4,033,448 | +4,033,448 |
| SCHWAB STRATEGIC TR | 0 | 364,570 | +364,570 | 0 | 12,012,575 | +12,012,575 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 405,197 | +405,197 | 0 | 8,245,764 | +8,245,764 |
| APPLIED MATLS INC | 0 | 40,925 | +40,925 | 0 | 13,987,825 | +13,987,825 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 229,514 | +229,514 | 0 | 5,407,350 | +5,407,350 |
| JOHNSON &JOHNSON | 0 | 66,416 | +66,416 | 0 | 16,234,692 | +16,234,692 |
| ISHARES TR | 0 | 26,597 | +26,597 | 0 | 6,383,186 | +6,383,186 |
| VANGUARD SCOTTSDALE FDS | 0 | 263,105 | +263,105 | 0 | 20,856,303 | +20,856,303 |
| ISHARES TR | 0 | 614,297 | +614,297 | 0 | 28,374,369 | +28,374,369 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 378,392 | +378,392 | 0 | 8,074,884 | +8,074,884 |
| SPDR INDEX SHS FDS | 0 | 64,004 | +64,004 | 0 | 3,002,428 | +3,002,428 |
| ISHARES U S ETF TR | 0 | 286,107 | +286,107 | 0 | 17,000,454 | +17,000,454 |
| INVESCO EXCH TRADED FD TR II | 0 | 113,830 | +113,830 | 0 | 4,026,167 | +4,026,167 |
| ISHARES U S ETF TR | 0 | 32,743 | +32,743 | 0 | 2,893,861 | +2,893,861 |
| GOLDMAN SACHS ETF TR | 0 | 1,006,889 | +1,006,889 | 0 | 43,427,111 | +43,427,111 |
| MERCK &CO INC | 0 | 72,670 | +72,670 | 0 | 8,741,521 | +8,741,521 |
| SCHWAB STRATEGIC TR | 0 | 229,178 | +229,178 | 0 | 11,213,681 | +11,213,681 |
| T ROWE PRICE ETF INC | 0 | 145,401 | +145,401 | 0 | 3,249,712 | +3,249,712 |
| SPDR SERIES TRUST | 0 | 57,862 | +57,862 | 0 | 5,302,499 | +5,302,499 |
| EMCOR GROUP INC | 0 | 7,174 | +7,174 | 0 | 5,296,709 | +5,296,709 |
| CONOCOPHILLIPS | 0 | 40,573 | +40,573 | 0 | 5,355,718 | +5,355,718 |
| SELECT SECTOR SPDR TR | 0 | 51,419 | +51,419 | 0 | 2,569,412 | +2,569,412 |
| FIDELITY COVINGTON TRUST | 0 | 31,598 | +31,598 | 0 | 2,531,003 | +2,531,003 |
| SCHWAB STRATEGIC TR | 0 | 513,907 | +513,907 | 0 | 19,662,071 | +19,662,071 |
| SLB LIMITED | 0 | 47,334 | +47,334 | 0 | 2,432,479 | +2,432,479 |
| BARON ETF TR | 0 | 104,488 | +104,488 | 0 | 2,389,641 | +2,389,641 |
| COLGATE PALMOLIVE CO | 0 | 44,539 | +44,539 | 0 | 3,796,070 | +3,796,070 |
| VERIZON COMMUNICATIONS INC | 0 | 175,499 | +175,499 | 0 | 8,810,042 | +8,810,042 |
| GLOBAL X FDS | 0 | 438,181 | +438,181 | 0 | 6,550,806 | +6,550,806 |
| CAPITAL GROUP DIVIDEND VALUE | 0 | 357,215 | +357,215 | 0 | 15,195,921 | +15,195,921 |
| HALLIBURTON CO | 0 | 57,272 | +57,272 | 0 | 2,233,026 | +2,233,026 |
| VANGUARD ADMIRAL FDS INC | 0 | 47,783 | +47,783 | 0 | 5,947,018 | +5,947,018 |
| VANGUARD INDEX FDS | 0 | 71,606 | +71,606 | 0 | 13,195,542 | +13,195,542 |
| AT&T INC | 0 | 249,247 | +249,247 | 0 | 7,225,666 | +7,225,666 |
| GE VERNOVA INC | 0 | 4,964 | +4,964 | 0 | 4,333,358 | +4,333,358 |
| VANGUARD WORLD FD | 0 | 19,329 | +19,329 | 0 | 3,344,725 | +3,344,725 |
| ISHARES TR | 0 | 42,762 | +42,762 | 0 | 4,153,521 | +4,153,521 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 17,477 | +17,477 | 0 | 2,748,779 | +2,748,779 |
| VANGUARD INDEX FDS | 0 | 51,940 | +51,940 | 0 | 14,915,948 | +14,915,948 |
| MICRON TECHNOLOGY INC | 0 | 18,484 | +18,484 | 0 | 6,244,601 | +6,244,601 |
| PRINCIPAL EXCHANGE TRADED FD | 0 | 639,174 | +639,174 | 0 | 16,040,059 | +16,040,059 |
| GLOBAL X FDS | 0 | 85,971 | +85,971 | 0 | 6,090,185 | +6,090,185 |
| SSGA ACTIVE TR | 0 | 74,030 | +74,030 | 0 | 4,274,492 | +4,274,492 |
| INNOVATOR ETFS TRUST | 0 | 115,684 | +115,684 | 0 | 5,336,503 | +5,336,503 |
| NEXTERA ENERGY INC | 0 | 62,399 | +62,399 | 0 | 5,795,668 | +5,795,668 |
| STATE STR SPDR S&P 500 ETF T | 0 | 28,295 | +28,295 | 0 | 18,401,397 | +18,401,397 |
| WESTERN DIGITAL CORP | 0 | 12,680 | +12,680 | 0 | 3,429,758 | +3,429,758 |
| HOME DEPOT INC | 0 | 36,341 | +36,341 | 0 | 11,952,227 | +11,952,227 |
| TAPESTRY INC | 0 | 13,339 | +13,339 | 0 | 1,882,217 | +1,882,217 |
| SSGA ACTIVE TR | 0 | 94,680 | +94,680 | 0 | 2,435,170 | +2,435,170 |
| LINDE PLC | 0 | 14,351 | +14,351 | 0 | 7,114,628 | +7,114,628 |
| ADVANCED MICRO DEVICES INC | 0 | 32,976 | +32,976 | 0 | 6,708,436 | +6,708,436 |
| NVENT ELEC PLC | 0 | 37,323 | +37,323 | 0 | 4,414,584 | +4,414,584 |
| GLOBAL X FDS | 0 | 330,082 | +330,082 | 0 | 8,337,871 | +8,337,871 |
| VANGUARD INDEX FDS | 0 | 170,307 | +170,307 | 0 | 54,636,057 | +54,636,057 |
| FIDELITY COVINGTON TRUST | 0 | 310,594 | +310,594 | 0 | 11,644,186 | +11,644,186 |
| SPDR GOLD TR | 0 | 20,189 | +20,189 | 0 | 8,687,297 | +8,687,297 |
| CATERPILLAR INC | 0 | 19,442 | +19,442 | 0 | 13,773,766 | +13,773,766 |
| STRYKER CORPORATION | 0 | 13,640 | +13,640 | 0 | 4,481,855 | +4,481,855 |
| SPDR SERIES TRUST | 0 | 46,277 | +46,277 | 0 | 1,630,801 | +1,630,801 |
| FIDELITY MERRIMACK STR TR | 0 | 122,306 | +122,306 | 0 | 5,579,585 | +5,579,585 |