Ownership history in McAdam, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (YLD). 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 Q4 | ADDED | 196,604 | +25,351 | +14.8% | 0.17% | $3.7M | $18.78 |
| 2025 Q3 | ADDED | 171,253 | +25,137 | +17.2% | 0.16% | $3.3M | $18.74 |
| 2025 Q2 | ADDED | 146,116 | +18,206 | +14.2% | 0.15% | $2.8M | $18.35 |
| 2025 Q1 | ADDED | 127,910 | +29,479 | +29.9% | 0.15% | $2.4M | $17.72 |
| 2024 Q4 | ADDED | 98,431 | +35,787 | +57.1% | 0.10% | $1.9M | $17.63 |
| 2024 Q3 | INITIATED | 62,644 | — | — | 0.07% | $1.2M | $17.51 |
As of 2025 Q4 — sorted by position size