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Principal Exchange Traded Fd prin edge actv shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 19k 19.01

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Principal Exchange Traded Fd prin edge actv

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

View all funds holding Principal Exchange Traded Fd prin edge actv