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Principal Exchange Traded Fd us mega cap shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital 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 Elevation Capital 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 128k 68.17
2024-12-31 $4.6M 77k 60.03

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital 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