Who owns Principal Exchange Traded Fd prin edge actv?
- Ticker: YLD
- CUSIP Number: 74255y102
Tip: Access positions for across all investors
Analyze quarterly positions in Principal Exchange Traded Fd prin edge actv with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Principal Exchange Traded Fd prin edge actv this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Principal Financial Group | 2.3M | $46M | 1% | Sep 2024 |
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Strategic Planning Group | 999k | $20M | 50% | Sep 2024 |
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Cyndeo Wealth Partners | 864k | $17M | 3% | Sep 2024 |
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Principal Securities | 732k | $14M | 89% | Sep 2024 |
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Summit Investment Advisors | 613k | $12M | 8% | Sep 2024 |
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Jpmorgan Chase & Co | 610k | $12M | 13% | Sep 2024 |
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Nicolet Advisory Services | 534k | $10M | -30% | Sep 2024 |
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Envestnet Asset Management | 517k | $10M | 157% | Sep 2024 |
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Systelligence | 481k | $9.4M | -1% | Sep 2024 |
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LPL Financial | 390k | $7.6M | 24% | Sep 2024 |
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Legacy CG | 256k | $5.0M | -1% | Sep 2024 |
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Cedar Point Capital Partners | 192k | $3.7M | -27% | Sep 2024 |
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AJ Advisors | 96k | $1.9M | -3% | Sep 2024 |
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Kerntke Otto McGlone Wealth Management Group | 89k | $1.7M | 100% | Sep 2024 |
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Jane Street | 81k | $1.6M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 70k | $1.4M | 136% | Sep 2024 |
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Advisor Group Holdings | 70k | $1.4M | -11% | Sep 2024 |
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McAdam | 63k | $1.2M | 100% | Sep 2024 |
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Branch Banking & Trust Company | 47k | $897k | -64% | Jun 2024 |
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Fortress Wealth Management | 42k | $810k | -71% | Sep 2024 |
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Hobart Private Capital | 40k | $785k | 31% | Sep 2024 |
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Ameritas Advisory Services | 39k | $754k | 0% | Sep 2024 |
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Kestra Private Wealth Services | 37k | $731k | 2% | Sep 2024 |
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Orion Portfolio Solutions | 37k | $714k | 29% | Sep 2024 |
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Wright Fund Managment | 22k | $429k | 0% | Sep 2024 |
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Equitable Holdings | 21k | $399k | 97% | Jun 2024 |
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Janney Montgomery Scott | 21k | $404k | 0% | Sep 2024 |
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Royal Bank of Canada | 19k | $373k | -67% | Sep 2024 |
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Cetera Investment Advisers | 16k | $307k | 14% | Jun 2024 |
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Commonwealth Equity Services | 15k | $299k | -35% | Sep 2024 |
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Western Wealth Management | 15k | $294k | 100% | Sep 2024 |
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Mml Investors Services | 14k | $269k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 10k | $198k | 100% | Sep 2024 |
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Smartleaf Asset Management | 6.7k | $132k | 40% | Sep 2024 |
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Global Retirement Partners | 6.0k | $117k | 71% | Sep 2024 |
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PSI Advisors | 5.8k | $114k | -21% | Sep 2024 |
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First Community Trust Na | 4.2k | $83k | 100% | Sep 2024 |
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Capital Investment Advisory Services | 2.4k | $47k | 122% | Sep 2024 |
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GPS Wealth Strategies Group | 2.4k | $47k | 0% | Sep 2024 |
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Brian McDonald | 1.3k | $25k | 2% | Sep 2024 |
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Harbour Investments | 250.00 | $4.9k | 0% | Sep 2024 |
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Johnson Financial Group | 221.00 | $4.3k | 100% | Sep 2024 |
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Tower Research Capital | 4.00 | $76.000000 | 0% | Jun 2024 |
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Morgan Stanley | 1.00 | $29.000000 | 100% | Jun 2024 |
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Who sold out of Principal Exchange Traded Fd prin edge actv?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Redhawk Wealth Advisors | Jun 2024 | 569k | $11M |
ICA Group Wealth Management | Mar 2024 | 1.7k | $33k |