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Principal Exchange Traded Fd us mega cap shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2k 62 67.92

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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
Legacy CG
Segment Wealth Management
Integrated Wealth Concepts
Symphony Financial Services
Golden State Wealth Management

View all funds holding Principal Exchange Traded Fd us mega cap