Elevatus Welath Management »

Principal Exchange Traded Fd prin edge actv shares owned by Elevatus Welath Management

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

Historical chart of Elevatus Welath 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 Elevatus Welath Management 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 Elevatus Welath Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 107k 19.00
2025-09-30 $206k 11k 19.45

More positions owned by Elevatus Welath Management

Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci India Etf (INDA)

View all positions for Elevatus Welath Management

Top funds holding Principal Exchange Traded Fd prin edge actv

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Raymond James Financial
Jpmorgan Chase & Co
Nicolet Advisory Services
Integrated Wealth Concepts
Royal Bank of Canada
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View all funds holding Principal Exchange Traded Fd prin edge actv