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Principal Exchange Traded Fd us mega cap shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 31k 60.03
2024-09-30 $1.6M 29k 56.99
2024-06-30 $1.4M 26k 54.26
2024-03-31 $522k 10k 51.35

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Neos Etf Trust Fis Bright Port
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Change Path

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
O'Brien Wealth Partners
Raymond James Financial
LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Legacy CG
Wells Fargo & Company
Segment Wealth Management
Raymond James & Associates
Golden State Wealth Management
Goss Wealth Management
Symphony Financial Services

View all funds holding Principal Exchange Traded Fd us mega cap