First reported at 779,847 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-06-30 | 14314249 |
| 2023-09-30 | 14487552 |
| 2023-12-31 | 15309552 |
| 2024-03-31 | 15633885 |
| 2024-06-30 | 15989939 |
| 2024-09-30 | 16881900 |
| 2024-12-31 | 16887229 |
| 2025-03-31 | 17707672 |
| 2025-06-30 | 18165695 |
| 2025-09-30 | 18152607 |
| 2025-12-31 | 18469966 |
| 2026-03-31 | 20302053 |
| 2026-06-30 | 21227583 |
| 2026-09-30 | 21833211 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 1,183,372 | +70,815 (6.4%) | 0.99% | $21,833,211 | 2026-10-16 | |
| Q2 2026 | Added | 1,112,557 | +41,774 (3.9%) | 1.0% | $21,227,583 | 2026-07-21 | |
| Q1 2026 | Added | 1,070,783 | +98,935 (10.2%) | 1.07% | $20,302,053 | 2026-04-13 | |
| Q4 2025 | Added | 971,848 | +38,514 (4.1%) | 1.0% | $18,469,966 | 2026-01-07 | |
| Q3 2025 | Reduced | 933,334 | -4,492 (-0.5%) | 1.01% | $18,152,607 | 2025-10-10 | |
| Q2 2025 | Added | 937,826 | +8,289 (0.9%) | 1.08% | $18,165,695 | 2025-07-24 | |
| Q1 2025 | Added | 929,537 | +49,077 (5.6%) | 1.16% | $17,707,672 | 2025-04-17 | |
| Q4 2024 | Added | 880,460 | +16,051 (1.9%) | 1.14% | $16,887,229 | 2025-01-21 | |
| Q3 2024 | Added | 864,409 | +25,060 (3.0%) | 1.18% | $16,881,900 | 2024-10-18 | |
| Q2 2024 | Added | 839,349 | +23,384 (2.9%) | 1.25% | $15,989,939 | 2024-07-30 | |
| Q1 2024 | Added | 815,965 | +4,218 (0.5%) | 1.3% | $15,633,885 | 2024-04-17 | |
| Q4 2023 | Added | 811,747 | +9,113 (1.1%) | 1.42% | $15,309,552 | 2024-01-12 | |
| Q3 2023 | Added | 802,634 | +22,787 (2.9%) | 1.51% | $14,487,552 | 2023-10-10 | |
| Q2 2023 | New | 779,847 | +779,847 (0.0%) | 1.5% | $14,314,249 | 2023-07-27 |
Who else reported the position
25 managers reported PRINCIPAL EXCHANGE-TRADED F for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | Added | 2,195,537 | +20 | 0.03% | $40,299,560 | 7 qtrs |
| Cyndeo Wealth Partners LLC This report | New | 779,847 | +779,847 | 1.5% | $14,314,249 | 1 qtr |
| Systelligence LLC | New | 409,044 | +409,044 | 2.37% | $7,508,084 | 1 qtr |
| Ameritas Investment Partners Inc | New | 392,866 | +392,866 | 0.27% | $7,211,141 | 1 qtr |
| Moran Wealth Management LLC | New | 329,424 | +329,424 | 0.23% | $6,046,643 | 1 qtr |
| AJ Advisors LLC | Reduced | 126,686 | -4,214 | 1.62% | $2,325,347 | 2 qtrs |
| Orion Portfolio Solutions LLC | Added | 69,366 | +34,030 | 0.01% | $1,273,227 | 2 qtrs |
| Brinker Capital Investments LLC | Added | 69,366 | +34,030 | 0.01% | $1,273,227 | 5 qtrs |
| Activest Wealth Management | New | 62,662 | +62,662 | 0.77% | $1,117,180 | 1 qtr |
| ENVESTNET ASSET MANAGEMENT INC | Added | 45,405 | +7,663 | < 0.01% | $833,413 | 15 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 27, 2023
- Filing type
- 13F-HR
- Position type
- ACTIVE HIGH YL
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 779,847
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.