Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Principal Edge Active Income ETFA (YLD)  
$18.93 0.03 (0.16%) as of 4:30 Fri 6/7


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PRINCIPAL FINANCIAL GROUP INC 528 - 2024-03-31 2,279,053 $43,667,000 25,643
   Cyndeo Wealth Partners LLC 13 - 2024-03-31 815,965 $15,634,000 4,218
   NICOLET ADVISORY SERVICES LLC 13 - 2024-03-31 766,963 $14,599,000 15,659
   SUMMIT INVESTMENT ADVISORS INC 39 - 2024-03-31 524,331 $10,046,000 43,473
   STRATEGIC PLANNING GROUP LLC 15 - 2024-03-31 459,137 $8,797,000 118,064
   PRINCIPAL SECURITIES INC. 105 - 2024-03-31 326,841 $6,262,000 91,519
   Cedar Point Capital Partners LLC 10 - 2024-03-31 255,321 $4,892,000 5,572
   ENVESTNET ASSET MANAGEMENT INC 2233 - 2024-03-31 176,209 $3,376,000 26,531
   Fortress Wealth Management Inc. 20 - 2024-03-31 143,403 $2,748,000 12,637
   J P MORGAN CHASE & CO 2812 - 2024-03-31 137,176 $2,628,000 135,415
   LPL FINANCIAL CORP 2754 - 2024-03-31 79,004 $1,514,000 39,749
   Advisor Group Holdings Inc. 1925 - 2024-03-31 78,021 $1,495,000 69,357
   Ameritas Advisory Services LLC 462 - 2024-03-31 37,751 $720,000 12,375
   KESTRA PRIVATE WEALTH SERVICES LLC 670 - 2024-03-31 36,434 $698,000 2,604
   CLS INVESTMENT FIRM LLC 882 - 2022-12-31 37,605 $671,000 4,544
   JANNEY MONTGOMERY SCOTT LLC 2141 - 2024-03-31 20,598 $395,000 4,000
   Cetera Investment Advisers 3104 - 2024-03-31 14,157 $271,000 784
   Smartleaf Asset Management LLC 449 - 2024-03-31 5,420 $103,000 1,628
   ICA Group Wealth Management LLC 644 - 2024-03-31 1,700 $33,000 100
   COMERICA BANK 2967 - 2024-03-31 1,235 $24,000 37
  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us