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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
2024-03-31 $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

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Cyndeo Wealth Partners
Systelligence
Summit Investment Advisors
Strategic Planning Group
Cedar Point Capital Partners
Principal Securities
Fortress Wealth Management
AJ Advisors
Jane Street
Kestra Private Wealth Services
Orion Portfolio Solutions
Focus Financial Network
Commonwealth Equity Services
Ameritas Advisory Services

View all funds holding Principal Exchange Traded Fd prin edge actv