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Principal Exchange Traded Fd us mega cap shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 131k 56.99

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Principal Exchange Traded Fd us mega cap

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

View all funds holding Principal Exchange Traded Fd us mega cap