Principal Securities »

Investment Managers Ser Tr I shares owned by Principal Securities

Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1k 50 61.92
2023-12-31 $2.6k 50 51.28

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Principal Exchange Traded Prnc Invt Grad (IG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Principal Securities

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Cambridge Investment Research Advisors
National Bank Of Canada /fi/
Pnc Financial Services
Aptus Capital Advisors
Principal Securities
UBS Group
Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I