PSC — PRINCIPAL EXCHANGE TRADED FD

Ownership history in AE Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (PSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 13 — — 0.00% $741 $56.81
% of Fund (quarterly)    PSC price (monthly, adj. close)

Other funds also holding PSC

As of 2025 Q4 — sorted by position size

Veracity Capital LLC 3Y 4.49% Hudson Capital Management LLC 3Y 7Y 2.65% PRINCIPAL SECURITIES, INC. 2.07% PSI Advisors, LLC 3Y 1.96% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 1.51% Northwest Wealth Advisors, LLC 1.49% Turning Point Benefit Group, Inc. 0.97% Integrity Financial Corp /WA 3Y 0.95% Kraft, Davis & Associates, LLC 3Y 0.49% PRINCIPAL FINANCIAL GROUP INC 3Y 7Y 0.35%
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