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Principal Exchange Traded Fd prnc invt grad shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Principal Exchange Traded Fd prnc invt grad (IG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Principal Exchange Traded Fd prnc invt grad

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prnc invt grad held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prnc invt grad by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 9.7k 20.89
2025-06-30 $249k 12k 20.81

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Gladstone Institutional Advisory

Top funds holding Principal Exchange Traded Fd prnc invt grad

Principal Securities
Envestnet Asset Management
Raymond James Financial
Insight Wealth Partners
Mariner Wealth Advisors
Goldman Sachs Group
Royal Bank of Canada
Principal Financial Group
Citadel Advisors
LPL Financial
AlphaCore Capital
Gladstone Institutional Advisory
Sound Income Strategies
Smartleaf Asset Management
Global Retirement Partners

View all funds holding Principal Exchange Traded Fd prnc invt grad