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

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

Historical chart of Cyndeo 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 Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 864k 19.53
2024-06-30 $16M 839k 19.05
2024-03-31 $16M 816k 19.16
2023-12-31 $15M 812k 18.86
2023-09-30 $15M 803k 18.05
2023-06-30 $14M 780k 18.36

More positions owned by Cyndeo Wealth Partners

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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
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First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Strategic Planning Group
Cyndeo Wealth Partners
Principal Securities
Summit Investment Advisors
Jpmorgan Chase & Co
Nicolet Advisory Services
Envestnet Asset Management
Systelligence
LPL Financial
Legacy CG
Cedar Point Capital Partners
AJ Advisors
Kerntke Otto McGlone Wealth Management Group
Jane Street

View all funds holding Principal Exchange Traded Fd prin edge actv