Simplicity Wealth »

Principal Exchange Traded shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $467k 16k 29.54

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)

View all positions for Simplicity Wealth

Top funds holding Principal Exchange Traded

Principal Financial Group
Principal Securities
Envestnet Asset Management
Simplicity Wealth
Jane Street
CoreCap Advisors

View all funds holding Principal Exchange Traded