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Get Institutions for : 
Principal Edge Active Income ETFA (YLD)  
$19.09 0.02 (0.1%) as of 4:30 Fri 5/17


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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
$17.89  
Last Quarter's Ending Price : 
$18.86  
Last Quarter's Average Price
$18.29  
Change from last quarter's     
avg. price to the last closing  : 
0.80 (4.37%)  




 
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: 
3-31-2022 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 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
   Ameritas Advisory Services LLC 436 *New 2023-12-31 25,376 $480,000 25,376
   Hobart Private Capital LLC 54 *New 2024-03-31 22,817 $437,000 22,817
   GPS Wealth Strategies Group LLC 508 *New 2024-03-31 2,600 $50,000 2,600
   ICA Group Wealth Management LLC 619 *New 2023-12-31 1,600 $30,000 1,600
   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
   MORGAN STANLEY 6880 *New 2023-12-31 43 $1,000 43

  7 Records found
  1    
  Page 1 of 1
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