Quick Takeaways
- STRATEGIC PLANNING GROUP, LLC filed SCHEDULE 13G/A for PRINCIPAL EXCHANGE-TRADED FUNDS EXCHANGE TRADED PRODUCT (YLD).
- Disclosed ownership: 7.1%.
- Date of event: 31 Dec 2024.
STRATEGIC PLANNING GROUP, LLC - 31 Dec 2024 SCHEDULE 13G/A Report for PRINCIPAL EXCHANGE-TRADED FUNDS EXCHANGE TRADED PRODUCT (YLD)
- Filing Manager
- STRATEGIC PLANNING GROUP, LLC
- Reporting Manager
- STRATEGIC PLANNING GROUP, LLC
- Symbol
- YLD
- Shares outstanding
- 14,805,169 shares
- Disclosed Ownership
- 1,051,167 shares
- Ownership
- 7.1%
- Form type
- SCHEDULE 13G/A
- Filing time
- 05 Feb 2025, 17:39:58 UTC
- Date of event
- 31 Dec 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"STRATEGIC PLANNING GROUP, LLC disclosed 7.1% ownership in PRINCIPAL EXCHANGE-TRADED FUNDS EXCHANGE TRADED PRODUCT (YLD) on 31 Dec 2024."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 05 Feb 2025, 17:39.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| STRATEGIC PLANNING GROUP, LLC | 7.1% | 1,051,167 | 0 | 0 | William Jeffrey Draper | CCO |