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Principal Exchange Traded Fd prin edge actv shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 212k 19.45
2025-06-30 $3.9M 201k 19.37
2025-03-31 $2.3M 122k 19.05

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

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