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Principal Exchange Traded Fd prin edge actv shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning 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 Strategic Planning 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 Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 459k 19.16
2023-12-31 $6.4M 341k 18.86

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning Group

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Cyndeo Wealth Partners
Systelligence
Summit Investment Advisors
Strategic Planning Group
Cedar Point Capital Partners
Principal Securities
Fortress Wealth Management
AJ Advisors
Jane Street
Kestra Private Wealth Services
Orion Portfolio Solutions
Focus Financial Network
Ameritas Advisory Services
Hobart Private Capital

View all funds holding Principal Exchange Traded Fd prin edge actv