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Principal Exchange Traded Fd spectrum p shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Principal Exchange Traded Fd spectrum p

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All positions including Principal Exchange Traded Fd spectrum p held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 73k 17.51
2023-09-30 $441k 26k 16.86

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Principal Exchange Traded Fd spectrum p

UBS Group
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Pallas Capital Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Cornerstone Wealth Group
Benjamin F. Edwards & Company
Tyche Wealth Partners
Baird Financial
Commonwealth Equity Services
Principal Securities
Raymond James Financial Services Advisors
Rogco

View all funds holding Principal Exchange Traded Fd spectrum p