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Get Institutions for : 
Principal Edge Active Income ETFA (YLD)  
$18.93 0.03 (0.16%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    3
Total shares held : 
6,035,486  
% of shares held : 
6.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
968,533  
% of shares held change : 
  1.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.87  
Last Quarter's Ending Price : 
$19.16  
Last Quarter's Average Price
$18.95  
Change from last quarter's     
avg. price to the last closing  : 
0.02 (0.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 963,297
 15.96%
 
Increased Positions :
8
 295,026
 4.89%
 
Unchanged Positions :
8
 517,320
 8.57%
 
Decreased Positions :
11
-226,045
-3.75%
 
Closed Positions :
3
-63,745
-1.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BB&T CORP 1162 *New 2024-03-31 130,303 $2,497,000 130,303
   Hobart Private Capital LLC 54 *New 2024-03-31 22,817 $437,000 22,817
   Equitable Holdings Inc. 1084 *New 2024-03-31 10,650 $204,000 10,650
   GPS Wealth Strategies Group LLC 508 *New 2024-03-31 2,600 $50,000 2,600
   PNC FINANCIAL SERVICES GROUP INC 3400 *New 2024-03-31 1,097 $21,000 1,097
   Capital Investment Advisory Services LLC 753 *New 2024-03-31 1,052 $20,000 1,052

  6 Records found
  1    
  Page 1 of 1
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