First reported at 5 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 0 |
| 2022-03-31 | 0 |
| 2022-06-30 | 0 |
| 2022-09-30 | 0 |
| 2022-12-31 | 0 |
| 2025-03-31 | 501 |
| 2025-06-30 | 362 |
| 2025-09-30 | 40 |
| 2025-12-31 | 68 |
| 2026-03-31 | 15631 |
| 2026-06-30 | 23052 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 328 | +55 (20.1%) | < 0.01% | $23,052 | 2026-08-13 | |
| Q1 2026 | Added | 273 | +261 (2175.0%) | < 0.01% | $15,631 | 2026-05-15 | |
| Q4 2025 | Added | 12 | +5 (71.4%) | < 0.01% | $68 | 2026-02-17 | |
| Q3 2025 | Unchanged | 7 | 0 (0.0%) | < 0.01% | $40 | 2025-11-13 | |
| Q2 2025 | Reduced | 7 | -3 (-30.0%) | < 0.01% | $362 | 2025-08-14 | |
| Q1 2025 | New | 10 | +10 (0.0%) | < 0.01% | $501 | 2025-05-12 | |
| Q4 2022 | Reduced | 0 | -1 (-100.0%) | 0 | $0 | 2023-02-13 | |
| Q3 2022 | Reduced | 1 | -4 (-80.0%) | 0 | $0 | 2022-11-10 | |
| Q2 2022 | Unchanged | 5 | 0 (0.0%) | 0 | $0 | 2022-08-12 | |
| Q1 2022 | New | 5 | +5 (0.0%) | 0 | $0 | 2022-05-13 | |
| Q3 2021 | Reduced | 0 | -5 (-100.0%) | 0 | $0 | 2021-11-15 | |
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Who else reported the position
18 managers reported PRINCIPAL EXCHANGE-TRADED F for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 15,550,965 | -9,512,652 | 0.43% | $687,209,000 | 14 qtrs |
| MORGAN STANLEY | Reduced | 60,944 | -25,400 | < 0.01% | $2,705,000 | 15 qtrs |
| WELLS FARGO & COMPANY MN | Added | 44,030 | +11,481 | < 0.01% | $1,954,000 | 17 qtrs |
| ROYAL BANK OF CANADA | New | 28,033 | +28,033 | < 0.01% | $1,244,000 | 1 qtr |
| LPL Financial LLC | Added | 16,053 | +603 | < 0.01% | $713,000 | 14 qtrs |
| ADVISOR GROUP HOLDINGS INC | Added | 11,415 | +6,093 | < 0.01% | $507,000 | 9 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 9,578 | +4,627 | < 0.01% | $425,000 | 2 qtrs |
| Global Retirement Partners LLC | New | 606 | +606 | < 0.01% | $24,000 | 12 qtrs |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Unchanged | 416 | 0 | < 0.01% | $18,000 | 3 qtrs |
| UBS Group AG | Reduced | 222 | -347 | < 0.01% | $10,000 | 2 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 13, 2022
- Filing type
- 13F-HR
- Position type
- US SMCP MLTFCTR
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 5
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.