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Principal Exchange Traded Fd prin edge actv shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in Principal Exchange Traded Fd prin edge actv

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prin edge actv held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prin edge actv by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 767k 19.04

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Bank First National Corporation (BFC)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)

View all positions for Nicolet Advisory Services

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Cyndeo Wealth Partners
Nicolet Advisory Services
Summit Investment Advisors
Systelligence
Strategic Planning Group
Principal Securities
Cedar Point Capital Partners
Envestnet Asset Management
Fortress Wealth Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
AJ Advisors
LPL Financial
Advisor Group Holdings

View all funds holding Principal Exchange Traded Fd prin edge actv