Envestnet Asset Management »

Principal Exchange-traded shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Principal Exchange-traded (PQDI) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Principal Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange-traded held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 518k 19.65
2025-06-30 $9.5M 489k 19.33
2025-03-31 $10M 530k 19.04
2024-12-31 $9.8M 514k 18.99
2024-09-30 $9.7M 500k 19.30

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Principal Exchange-traded

Principal Financial Group
Envestnet Asset Management
Principal Securities
Wealth Enhancement Advisory Services
Harbor Investment Advisory
Capital Investment Advisory Services
Cambridge Investment Research Advisors
CoreCap Advisors
Assetmark
UBS Group

View all funds holding Principal Exchange-traded