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Investment Managers Ser Tr I shares owned by Principal Securities

Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5k 50 70.56
2024-06-30 $3.5k 50 69.58
2024-03-31 $3.1k 50 61.92
2023-12-31 $2.6k 50 51.28

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Pinnacle Family Advisors
Pnc Financial Services
National Bank Of Canada /fi/
AdvisorNet Financial
Principal Securities
Advisor Group Holdings
Venturi Wealth Management

View all funds holding Investment Managers Ser Tr I