Belpointe Asset Management »

Principal Exchange Traded Fd prin edge actv shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded Fd prin edge actv by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 13k 19.01
2025-09-30 $240k 12k 19.45
2025-06-30 $221k 11k 19.37
2023-03-31 $164k 8.9k 18.31

More positions owned by Belpointe Asset Management

Servicenow (NOW)
SPDR S&P 500 Etf (SPY)
Invesco Qqq Tr Etf (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Anydrus Advantage Etf Etf (NDOW)
Collaborative Investmnt Ser Etf (PLGI)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Etf (NELS)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard Index Fds Etf (VOO)
Amazon (AMZN)
Vanguard Index Fds Etf (VUG)

View all positions for Belpointe Asset Management

Top funds holding Principal Exchange Traded Fd prin edge actv

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

View all funds holding Principal Exchange Traded Fd prin edge actv