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Principal Exchange Traded Fd prin edge actv shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 20k 18.96
2025-09-30 $2.3M 116k 19.45
2025-06-30 $1.8M 91k 19.37
2025-03-31 $446k 23k 19.05
2024-12-31 $253k 13k 19.18

More positions owned by Mariner Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Mariner Wealth Advisors

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