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Principal Exchange Traded Fd prin edge actv shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 712k 19.36

More positions owned by Balanced Wealth Group

Spdr Series Trust State Street Spd (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYG)
Apple (AAPL)
Principal Exchange Traded Active High Yl (YLD)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (MDYG)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded SHS (FVD)

View all positions for Balanced Wealth Group

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Principal Securities
LPL Financial
Envestnet Asset Management
Ameriprise Financial
Cyndeo Wealth Partners
Summit Investment Advisors
Raymond James Financial
Balanced Wealth Group
Wells Fargo & Company
Nicolet Advisory Services
Jpmorgan Chase & Co
Integrated Wealth Concepts
Royal Bank of Canada
Us Bancorp

View all funds holding Principal Exchange Traded Fd prin edge actv