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Principal Exchange Traded Fd prin edge actv shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth 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 Fortress Wealth 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 Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 143k 19.16
2023-12-31 $2.5M 131k 18.86

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Syntax Etf Tr Stratifd Lrg Cap (SSPY)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Fortress Wealth Management

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
Ameritas Advisory Services
Hobart Private Capital

View all funds holding Principal Exchange Traded Fd prin edge actv