Envestnet Asset Management »

Principal Exchange-traded shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Principal Exchange-traded (BYRE) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Principal Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange-traded held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange-traded by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 444k 25.28
2025-06-30 $8.0M 314k 25.41
2025-03-31 $6.1M 238k 25.50
2024-12-31 $5.5M 223k 24.54
2024-09-30 $5.6M 210k 26.92
2024-06-30 $4.7M 200k 23.39
2024-03-31 $4.1M 176k 23.59
2023-09-30 $602k 29k 21.03
2023-06-30 $569k 25k 22.69
2023-03-31 $245k 11k 23.02

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Principal Exchange-traded

Principal Securities
Envestnet Asset Management
Principal Financial Group
CoreCap Advisors
Farther Finance Advisors
Morgan Stanley

View all funds holding Principal Exchange-traded