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Principal Exchange Traded Fd prin edge actv shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 171k 19.45
2025-06-30 $2.8M 146k 19.37
2025-03-31 $2.4M 128k 19.05
2024-12-31 $1.9M 98k 19.18
2024-09-30 $1.2M 63k 19.53

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

Top funds holding Principal Exchange Traded Fd prin edge actv

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

View all funds holding Principal Exchange Traded Fd prin edge actv