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Principal Exchange Traded Fd prin edge actv shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 390k 19.53
2024-06-30 $6.0M 314k 19.05
2024-03-31 $1.5M 79k 19.16
2023-09-30 $745k 41k 18.05
2023-06-30 $584k 32k 18.36
2023-03-31 $520k 28k 18.31
2022-12-31 $727k 41k 17.85
2022-09-30 $608k 35k 17.34
2022-06-30 $604k 34k 17.75
2022-03-31 $734k 37k 19.93
2021-12-31 $893k 43k 20.83
2021-09-30 $851k 41k 20.93
2021-06-30 $846k 20k 41.80
2021-03-31 $647k 16k 40.78
2020-12-31 $763k 19k 39.70
2020-09-30 $676k 18k 37.71
2020-06-30 $778k 22k 36.14
2020-03-31 $927k 29k 32.30
2019-12-31 $1.3M 31k 41.00
2019-09-30 $1.3M 31k 40.19
2019-06-30 $1.1M 28k 40.11
2019-03-31 $1.1M 28k 39.81
2018-12-31 $1.0M 27k 37.94
2018-09-30 $859k 21k 40.71
2018-06-30 $884k 22k 40.26
2018-03-31 $809k 20k 39.93
2017-12-31 $451k 11k 41.27
2017-09-30 $433k 10k 41.92
2017-06-30 $405k 9.7k 41.71
2017-03-31 $390k 9.5k 41.04
2016-12-31 $466k 12k 40.50
2016-09-30 $383k 9.5k 40.45
2016-06-30 $369k 9.5k 38.97
2016-03-31 $332k 8.9k 37.31

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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