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Get Institutions for : 
Principal Investment Grade Corporate Active Etf (IG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    0
Total shares held : 
 3,883,861  
% of shares held : 
 4.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 154,330  
% of shares held change : 
   0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 46,309
 1.19%
 
Increased Positions :
7
 302,353
 7.78%
 
Unchanged Positions :
3
 1,522,414
 39.2%
 
Decreased Positions :
10
-162,026
-4.17%
 
Closed Positions :
1
-32,306
-0.83%
 
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
   PRINCIPAL SECURITIES INC. 9 - 2024-03-31 1,720,837 $35,553,000 210,185
   ENVESTNET ASSET MANAGEMENT INC 813 - 2024-03-31 1,706,753 $35,262,000 194,265
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 728 - 2024-03-31 563,093 $11,634,000 142,029
   JANE STREET GROUP LLC 1459 - 2024-03-31 199,605 $4,124,000 175,290
   Insight Wealth Partners LLC 21 - 2024-03-31 82,176 $1,698,000 16,292
   ROYAL BANK OF CANADA 2994 - 2024-03-31 47,718 $986,000 1,409
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3051 *New 2024-03-31 32,142 $664,000 32,142
   LVZ Advisors Inc. 86 - 2024-03-31 17,376 $359,000 -4,820
   BANK OF AMERICA CORP /DE/ 4598 - 2024-03-31 16,692 $345,000 5,601
   LPL FINANCIAL CORP 4064 - 2024-03-31 15,292 $316,000 -1,498
   CALLAN CAPITAL, LLC 243 - 2024-03-31 11,762 $243,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3478 - 2024-03-31 11,028 $228,000 -3,576
   Atria Wealth Solutions Inc. 1756 - 2024-03-31 10,575 $218,000 -1,500
   Sound Income Strategies LLC 414 - 2024-03-31 2,488 $51,000 -89
   Advisor Group Holdings Inc. 5005 - 2024-03-31 1,494 $31,000 -228
   Capital Investment Advisory Services LLC 716 *New 2024-03-31 1,455 $30,000 1,455
   MORGAN STANLEY 6244 - 2024-03-31 1,001 $21,000 -17
   UBS Group AG 5849 - 2024-03-31 675 $14,000 -27
   Continuum Advisory LLC 1050 *New 2024-03-31 235 $5,000 235
   WELLS FARGO & CO/MN 5835 - 2024-03-31 0 $0 -1
   FMR LLC 4916 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 5250 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6153 *Closed 2024-03-31 0 $0 -19,637
   Western Wealth Management LLC 713 *Closed 2024-03-31 0 $0 -188,973
  24 Records found
  1    
  Page 1 of 1
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