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Profesionally Managed Portfo shares owned by Principal Securities

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7k 141 33.31

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo