PRINCIPAL SECURITIES, INC. UDIV — FRANKLIN TEMPLETON ETF TR

Ownership history in PRINCIPAL SECURITIES, INC.  ·  6 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported FRANKLIN TEMPLETON ETF TR (UDIV) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows UDIV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UDIV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UDIV stock page PRINCIPAL SECURITIES, INC. fund profile PRINCIPAL SECURITIES, INC. full holdings
How PRINCIPAL SECURITIES, INC. held UDIV — position size vs. price
% of Fund (quarterly)    UDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 6,468 +5,208 +413.3% 0.00% $389K 2026-08-04 $62.09
2025 Q3 ADDED — — — 1,260 +34 +2.8% 0.00% $66K 2025-11-14 (Est.) $51.77
2025 Q2 ADDED — — — 1,226 +925 +307.3% 0.00% $59K 2025-08-14 (Est.) $49.71
2025 Q1 UNCHANGED — — — 301 — 0% 0.00% $14K 2025-04-30 $42.09
2024 Q4 ADDED — — — 301 +245 +437.5% 0.00% $14K 2025-01-30 $45.68
2024 Q3 INITIATED — — — 56 — — 0.00% $2K 2024-10-28 $44.02

🏢 Other funds also holding UDIV

As of 2026 Q2 — sorted by position size

BAM Wealth Management, LLC 1.14% Systelligence, LLC 3Y 0.58% Total Clarity Wealth Management, Inc. 3Y 0.09% MML INVESTORS SERVICES, LLC 3Y 7Y 0.04% Register Financial Advisors LLC 3Y 0.03% Koshinski Asset Management, Inc. 3Y 7Y 0.01% Atria Investments, Inc 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01% PRIVATE TRUST CO NA 3Y 7Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0%

FAQ About PRINCIPAL SECURITIES, INC. and UDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning UDIV?

PRINCIPAL SECURITIES, INC. reported UDIV across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported UDIV position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for UDIV was 0.00% in 2026 Q2.

What is the latest reported UDIV position on this page?

The most recent filing on this page is 2026 Q2, when PRINCIPAL SECURITIES, INC. reported 6,468 shares, equal to 0.00% of portfolio, with an estimated market value of $389K.

What does the chart on this UDIV ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly UDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL SECURITIES, INC. time their UDIV position?

Based on 13F filing dates vs. subsequent UDIV price moves, PRINCIPAL SECURITIES, INC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on UDIV relative to SPY over the holding period was +0.4%.

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