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
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)
Ishares Tr Core Total Usd (IUSB)
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 Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Principal Exchange-traded

Principal Securities
Envestnet Asset Management
Principal Financial Group
Virtu Financial

View all funds holding Principal Exchange-traded