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Principal Exchange Traded shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth Management investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded held by Gilpin 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $36k 1.0k 35.89
2026-03-31 $34k 1.0k 33.96

More positions owned by Gilpin Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Value (VLUE)
Fortinet (FTNT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust St Str Rate Etf (FLRN)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr Core 30 70 Etf (AOK)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for Gilpin Wealth Management

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