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Principal Exchange Traded Fd us mega cap shares owned by Symphony Financial Services

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

Historical chart of Symphony Financial Services 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 Symphony Financial Services 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 Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.3M 146k 56.99
2024-06-30 $7.9M 143k 55.33

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
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Visa Com Cl A (V)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)

View all positions for Symphony Financial Services

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