Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
14,805,169
-
Total 13F shares
-
4,570,190
-
Share change
-
+1,783,890
-
Total reported value
-
$83,853,861
-
Price per share
-
$18.36
-
Number of holders
-
21
-
Value change
-
+$32,744,564
-
Number of buys
-
13
-
Number of sells
-
7
Institutional Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q2 2023
As of 30 Jun 2023,
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,570,190 shares.
The largest 10 holders included
PRINCIPAL FINANCIAL GROUP INC, Cyndeo Wealth Partners, LLC, Systelligence, LLC, Ameritas Investment Partners, Inc., Moran Wealth Management, LLC, AJ Advisors, LLC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Activest Wealth Management, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.