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Holdings (Monthly) Guide ↗

Principal Value ETF

· Principal Exchange-Traded Funds
Monthly Holdings $220M AUM 27 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 31 New 49 Added 19 Reduced 27 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
AT&T Inc 00206R102 103,813 SOLD $3.0M
Lockheed Martin Corp 539830109 3,725 SOLD $2.3M
McKesson Corp 58155Q103 2,536 SOLD $2.2M
TJX Cos Inc/The 872540109 13,117 SOLD $2.1M
Corteva Inc 22052L104 23,165 SOLD $1.9M
Illinois Tool Works Inc 452308109 7,358 SOLD $1.9M
L3Harris Technologies Inc 502431109 5,478 SOLD $1.9M
State Street Corp 857477103 14,499 SOLD $1.8M
Cardinal Health Inc 14149Y108 8,644 SOLD $1.8M
Fifth Third Bancorp 316773100 38,461 SOLD $1.8M
Bank of New York Mellon Corp/The 064058100 14,949 SOLD $1.8M
Hartford Insurance Group Inc/The 416515104 12,868 SOLD $1.7M
Northern Trust Corp 665859104 12,243 SOLD $1.7M
American Express Co 025816109 5,203 SOLD $1.6M
Skyworks Solutions Inc 83088M102 28,614 SOLD $1.5M
Globe Life Inc 37959E102 11,004 SOLD $1.5M
Dollar Tree Inc 256746108 12,367 SOLD $1.4M
Cencora Inc 03073E105 4,177 SOLD $1.3M
General Electric Co 369604301 3,969 SOLD $1.1M
Ares Management Corp 03990B101 9,308 SOLD $1.0M
Amgen Inc 031162100 1,567 SOLD $0.6M
CF Industries Holdings Inc 125269100 3,473 SOLD $0.5M
Brown-Forman Corp 115637209 16,305 SOLD $0.4M
Viatris Inc 92556V106 28,401 SOLD $0.4M
AbbVie Inc 00287Y109 1,748 SOLD $0.4M
Realty Income Corp 756109104 6,187 SOLD $0.4M
DR Horton Inc 23331A109 2,731 SOLD $0.4M