PRINCIPAL EXCHANGE TRADED FD

Ticker: IG CUSIP: 74255Y821 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (5)

Gladstone Institutional Advisory LLC
Value ($000) $203 Shares 9,708
AlphaCore Capital LLC
Value ($000) $246 Shares 11,762
UBS Group AG
Value ($000) $19 Shares 919
Pinnacle Bancorp, Inc.
Value ($000) $0 Shares 13
MORGAN STANLEY
Value ($000) $0 Shares 2

Increased Positions (8)

PRINCIPAL SECURITIES, INC.
Value ($000) $86,859 (+32.4%) Shares 4,157,920 (+33.7%)
Insight Wealth Partners, LLC
Value ($000) $4,608 (+12.1%) Shares 220,590 (+13.2%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $84,737 (+34.0%) Shares 4,056,326 (+35.3%)
Mariner, LLC
Value ($000) $2,253 (+107.5%) Shares 107,827 (+109.5%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $19,721 (+8.3%) Shares 944,062 (+9.4%)
GOLDMAN SACHS GROUP INC
Value ($000) $1,883 (+619.6%) Shares 90,137 (+626.9%)
BANK OF AMERICA CORP /DE/
Value ($000) $194 (+1.4%) Shares 9,309 (+2.5%)
Global Retirement Partners, LLC
Value ($000) $28 (+2.8%) Shares 1,349 (+3.8%)

Decreased Positions (2)

LPL Financial LLC
Value ($000) $301 (-32.1%) Shares 14,403 (-31.4%)
Sound Income Strategies, LLC
Value ($000) $53 (-4.2%) Shares 2,531 (-4.0%)

Exited Positions (3)

JANE STREET GROUP, LLC
Value ($000) $745 Shares 35,307
CITADEL ADVISORS LLC
Value ($000) $573 Shares 27,169
AE Wealth Management LLC
Value ($000) $82 Shares 3,870