Wealth Enhancement Advisory Services »

Principal Exchange-traded shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Principal Exchange-traded (PQDI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Principal Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange-traded held by Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 179k 19.57
2025-06-30 $3.1M 159k 19.33
2025-03-31 $2.6M 137k 19.04
2024-12-31 $2.6M 137k 18.99
2024-06-30 $2.4M 128k 18.74
2024-03-31 $2.5M 134k 18.66

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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
CoreCap Advisors
Morgan Stanley

View all funds holding Principal Exchange-traded