HPM Partners »

Principal Exchange Traded Fd spectrum p shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Principal Exchange Traded Fd spectrum p

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 165k 17.51
2023-09-30 $3.7M 217k 16.86
2023-06-30 $4.4M 257k 16.95
2023-03-31 $4.6M 272k 16.99
2022-12-31 $10M 609k 17.11

More positions owned by HPM Partners

Vanguard Index Fds Ex Trd Eq Fd (VOO)
Apple (AAPL)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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
Rogco
Raymond James Financial Services Advisors

View all funds holding Principal Exchange Traded Fd spectrum p