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Principal Exchange Traded Fd prin edge actv shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 15k 19.53

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Western Wealth Management

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