PIEQ β€” PRINCIPAL EXCHANGE TRADED FD

Ownership history in Next Level Private LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Next Level Private LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (PIEQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.21% (2025 Q4)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    PIEQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 24,765 β€” β€” 0.21% $816K $32.96

🏒 Other funds also holding PIEQ

As of 2025 Q4 β€” sorted by position size

PRINCIPAL SECURITIES, INC. 1.89% PRINCIPAL FINANCIAL GROUP INC 3Y 7Y 0.53% Capital Investment Advisory Services, LLC 3Y 7Y 0.19% Smartleaf Asset Management LLC 0.07% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.03% Cape Investment Advisory, Inc. 0.03% Private Advisor Group, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% MCGUIRE CAPITAL ADVISORS INC 0.0%
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