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Principal Exchange Traded Fd prin edge actv shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners 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 BlueStem Wealth Partners 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 BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 268k 19.45
2025-06-30 $4.4M 230k 19.37
2025-03-31 $4.0M 209k 19.05

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

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
Wells Fargo & Company
Nicolet Advisory Services
Jpmorgan Chase & Co
Integrated Wealth Concepts
Royal Bank of Canada
Us Bancorp
BlueStem Wealth Partners

View all funds holding Principal Exchange Traded Fd prin edge actv