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Principal Exchange Traded Fd prin edge actv shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth 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 IAG Wealth 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 769 18.96

More positions owned by IAG Wealth Partners

State Street MF Closed and MF Open (SPYM)
Jpmorgan Active MF Closed and MF Open (JBND)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Goldman Sachs MF Closed and MF Open (GSLC)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (DIVB)
Goldman Sachs MF Closed and MF Open (GSIE)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Simplify Managed MF Closed and MF Open (CTA)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Avantis Intl MF Closed and MF Open (AVDE)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

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