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

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

Historical chart of Grey Fox 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 Grey Fox 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 1.1k 68.17

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

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