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Principal Exchange Traded Fd prin edge actv shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors 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 Summit Investment Advisors 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 481k 18.86
2023-09-30 $8.3M 461k 18.05
2023-06-30 $7.2M 393k 18.36

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View all positions for Summit Investment Advisors

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Cyndeo Wealth Partners
Systelligence
Summit Investment Advisors
Strategic Planning Group
Cedar Point Capital Partners
Principal Securities
Fortress Wealth Management
AJ Advisors
Jane Street
Kestra Private Wealth Services
Orion Portfolio Solutions
Focus Financial Network
Ameritas Advisory Services
Hobart Private Capital

View all funds holding Principal Exchange Traded Fd prin edge actv