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Principal Exchange Traded Fd prin edge actv shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Principal Exchange Traded Fd prin edge actv

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prin edge actv held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prin edge actv by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $192k 10k 18.92

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View all positions for Allied Private Wealth

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Securities
Principal Financial Group
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Cyndeo Wealth Partners
Summit Investment Advisors
Balanced Wealth Group
Raymond James Financial
Nicolet Bankshares
Stifel Financial
Royal Bank of Canada
Integrated Wealth Concepts
BlueStem Wealth Partners

View all funds holding Principal Exchange Traded Fd prin edge actv