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Principal Exchange Traded Fd us mega cap shares owned by AE Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 48k 64.31
2025-09-30 $3.9M 57k 68.17

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for AE Wealth Management

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Oasis Advisors
Principal Securities
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
O'Brien Wealth Partners
Raymond James Financial
Morgan Stanley
Goss Wealth Management
Integrated Wealth Concepts
Segment Wealth Management
Symphony Financial Services
Golden State Wealth Management
Mercer Global Advisors

View all funds holding Principal Exchange Traded Fd us mega cap