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Principal Exchange Traded Fd prnc invt grad shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Principal Exchange Traded Fd prnc invt grad (IG) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $515 25 20.60

More positions owned by Golden State Equity Partners

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Principal Exchange Traded Fd prnc invt grad

Principal Securities
Envestnet Asset Management
Raymond James Financial
Spartan Wealth Advisory Services
Legacy Financial Independent Advisors
Insight Wealth Partners
Western Wealth Management
Goldman Sachs Group
Mariner Wealth Advisors
Royal Bank of Canada
Citadel Advisors
Principal Financial Group
Jane Street
LPL Financial
AlphaCore Capital

View all funds holding Principal Exchange Traded Fd prnc invt grad