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Principal Exchange Traded Fd us mega cap shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory 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 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 us mega cap by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $55k 883 62.56
2025-03-31 $36k 627 56.78
2024-12-31 $4.4k 74 60.03

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
O'Brien Wealth Partners
Mercer Global Advisors
Raymond James Financial
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
Legacy CG
CLS Investments
Segment Wealth Management
Symphony Financial Services
Wealth Advisors of Iowa

View all funds holding Principal Exchange Traded Fd us mega cap