Brian McDonald »

Principal Exchange Traded Fd prin edge actv shares owned by Brian McDonald

Quarter-by-quarter ownership of Principal Exchange Traded Fd prin edge actv (YLD) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Principal Exchange Traded Fd prin edge actv

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd prin edge actv held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd prin edge actv by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 1.2k 19.16
2023-09-30 $20k 1.1k 18.05

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Principal Exchange Traded Fd prin edge actv

Principal Financial Group
Cyndeo Wealth Partners
Nicolet Advisory Services
Summit Investment Advisors
Systelligence
Strategic Planning Group
Principal Securities
Cedar Point Capital Partners
Envestnet Asset Management
Fortress Wealth Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
AJ Advisors
LPL Financial
Advisor Group Holdings

View all funds holding Principal Exchange Traded Fd prin edge actv