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Principal Exchange Traded Fd prin shrhldr shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 1.4k 52.26
2025-06-30 $71k 1.4k 49.24
2025-03-31 $69k 1.4k 48.73
2024-12-31 $70k 1.4k 49.44

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Ishares Tr Core S&p500 Etf (IVV)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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