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Principal Exchange Traded Fd prin edge actv shares owned by Kerntke Otto McGlone Wealth Management Group

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

Historical chart of Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 89k 19.53

More positions owned by Kerntke Otto McGlone Wealth Management Group

Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Proshares Tr S&p Mdcp 400 Div (REGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Wheaton Precious Metals Corp (WPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Strategic Planning Group
Cyndeo Wealth Partners
Principal Securities
Summit Investment Advisors
Jpmorgan Chase & Co
Nicolet Advisory Services
Envestnet Asset Management
Systelligence
LPL Financial
Legacy CG
Cedar Point Capital Partners
AJ Advisors
Kerntke Otto McGlone Wealth Management Group
Jane Street

View all funds holding Principal Exchange Traded Fd prin edge actv