| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PRINCIPAL EXCHANGE TRADED FD | 3 | Q2 2024 | 6.5% |
| ISHARES TR | 3 | Q2 2024 | 3.8% |
| ISHARES TR | 3 | Q2 2024 | 3.0% |
| ISHARES TR | 3 | Q2 2024 | 3.1% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 1.9% |
| MICROSOFT CORP | 3 | Q2 2024 | 1.6% |
| ISHARES TR | 3 | Q2 2024 | 1.5% |
| AMAZON COM INC | 3 | Q2 2024 | 1.3% |
| PRINCIPAL EXCHANGE TRADED FD | 3 | Q2 2024 | 1.2% |
| GOLDMAN SACHS ETF TR | 3 | Q2 2024 | 1.5% |
View PRINCIPAL SECURITIES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR/A | 2024-05-10 |
| 13F-HR | 2024-05-10 |
| X-17A-5 | 2024-02-28 |
| 13F-HR | 2024-02-07 |
| X-17A-5 | 2023-02-27 |
| X-17A-5 | 2022-02-25 |
| X-17A-5 | 2021-02-26 |
| X-17A-5 | 2020-02-28 |
| X-17A-5 | 2019-03-01 |
View PRINCIPAL SECURITIES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.