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Principal Exchange Traded Fd prin shrhldr shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0k 95 52.22

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Principal Exchange Traded Fd prin shrhldr

Principal Securities
Envestnet Asset Management
Principal Financial Group
Wealth Enhancement Advisory Services
Capital Investment Advisory Services
LPL Financial
Smartleaf Asset Management
Cambridge Investment Research Advisors
Kestra Advisory Services
Cetera Investment Advisers
CWM
Cape Investment Advisory
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
SageView Advisory Group

View all funds holding Principal Exchange Traded Fd prin shrhldr