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Principal Exchange-traded shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Principal Exchange-traded (PQDI) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Principal Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange-traded held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange-traded by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $451k 24k 18.66
2023-12-31 $465k 26k 18.15
2023-09-30 $333k 19k 17.50
2023-06-30 $301k 17k 17.53
2023-03-31 $238k 14k 17.45

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Capital Investment Advisory Services

Top funds holding Principal Exchange-traded

Principal Financial Group
Wealth Enhancement Advisory Services
Jane Street
Capital Investment Advisory Services
Branch Banking & Trust Company
Orion Portfolio Solutions
Advisor Group Holdings
Principal Securities
UBS Group

View all funds holding Principal Exchange-traded