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Principal Exchange Traded shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Exchange Traded by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $867k 26k 32.96

More positions owned by Private Advisor

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding Principal Exchange Traded

Principal Financial Group
Principal Securities
Envestnet Asset Management
Jane Street
Capital Investment Advisory Services
Smartleaf Asset Management
Citadel Advisors
Private Advisor
Next Level Private
Commonwealth Equity Services
Cape Investment Advisory
Kestra Advisory Services
Assetmark
Wells Fargo & Company
Mcguire Capital Advisors

View all funds holding Principal Exchange Traded