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

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 221k 19.45
2025-06-30 $2.2M 115k 19.37
2025-03-31 $1.5M 78k 19.05

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

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