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Principal Exchange Traded Fd prin shrhldr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin shrhldr (PY) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Principal Exchange Traded Fd prin shrhldr

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prin shrhldr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prin shrhldr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $22k 451 49.55
2025-03-31 $19k 377 49.07
2024-12-31 $2.6k 53 49.51

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View all positions for Cape Investment Advisory

Top funds holding Principal Exchange Traded Fd prin shrhldr

Principal Financial Group
Principal Securities
Envestnet Asset Management
Wealth Enhancement Advisory Services
Capital Investment Advisory Services
LPL Financial
Two Sigma Investments
Smartleaf Asset Management
Cambridge Investment Research Advisors
Citadel Advisors
NFP Retirement
Susquehanna International
Cetera Investment Advisers
CWM
Cape Investment Advisory

View all funds holding Principal Exchange Traded Fd prin shrhldr