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Engine No 1 Etf Trust shares owned by Principle Wealth Partners

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by Principle Wealth Partners from 13F filings

Historical chart of Principle Wealth Partners investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 97.69
2025-06-30 $379k 4.2k 90.17

More positions owned by Principle Wealth Partners

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
JPMorgan Chase & Co. (JPM)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Sagespring Wealth Partners
Jpmorgan Chase & Co
LPL Financial
Raymond James Financial
Unique Wealth
Aspiriant
WCG Wealth Advisors
Procyon Private Wealth Partners
Partners Capital Investment Group
Thrivent Financial for Lutherans
Venture Visionary Partners
Quadcap Wealth Management
Envestnet Asset Management
Albion Financial Group

View all funds holding Engine No 1 Etf Trust