Assetmark »

Principal Exchange Traded shares owned by Assetmark

Quarter-by-quarter ownership of Principal Exchange Traded (PIEQ) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded held by Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4k 68 35.90
2026-03-31 $4.6k 136 33.96
2025-12-31 $4.5k 136 32.96

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Series Trust St Bloo High Etf (JNK)

View all positions for Assetmark

Top funds holding Principal Exchange Traded

Principal Financial Group
Principal Securities
Envestnet Asset Management
Capital Investment Advisory Services
Kraft, Davis & Associates
Smartleaf Asset Management
LPL Financial
Private Advisor
Citadel Advisors
Jane Street
Next Level Private
Commonwealth Equity Services
NFP Retirement
Cape Investment Advisory
FMR

View all funds holding Principal Exchange Traded