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Principal Exchange Traded Fd us mega cap shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 4.9k 68.46
2025-09-30 $340k 5.0k 68.17
2025-06-30 $339k 5.4k 62.56
2025-03-31 $256k 4.5k 56.77
2020-06-30 $22k 726 30.30

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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
Wells Fargo & Company
Goss Wealth Management
CLS Investments
Oasis Advisors
Legacy CG
Segment Wealth Management
Integrated Wealth Concepts
Symphony Financial Services

View all funds holding Principal Exchange Traded Fd us mega cap