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Principal Exchange Traded shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 616 33.96

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Principal Exchange Traded

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

View all funds holding Principal Exchange Traded