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

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

Historical chart of Greenline 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 Greenline 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 Greenline Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $608k 32k 18.96

More positions owned by Greenline Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Greenline Wealth Management

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Securities
Principal Financial Group
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Cyndeo Wealth Partners
Summit Investment Advisors
Balanced Wealth Group
Raymond James Financial
Stifel Financial
Nicolet Advisory Services
Royal Bank of Canada
Integrated Wealth Concepts
BlueStem Wealth Partners

View all funds holding Principal Exchange Traded Fd prin edge actv