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Principal Exchange Traded shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded (LCAP) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0M 270k 33.14

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Cisco Systems (CSCO)

View all positions for Goss Wealth Management

Top funds holding Principal Exchange Traded

Principal Financial Group
Principal Securities
Envestnet Asset Management
Goss Wealth Management
Ameriprise Financial
Morgan Stanley
Goldman Sachs Group
LPL Financial
Simplicity Wealth
Jane Street
Jpmorgan Chase & Co
CoreCap Advisors
Integrated Wealth Concepts
Pinnacle Bank
Northwestern Mutual Wealth Management Company

View all funds holding Principal Exchange Traded