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Principal Exchange Traded Fd spectrum p shares owned by Investment Partners

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

Historical chart of Investment 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 131k 18.15
2023-12-31 $2.2M 128k 17.51
2023-09-30 $2.1M 128k 16.86
2023-06-30 $2.2M 128k 16.95
2023-03-31 $2.2M 127k 16.99
2022-12-31 $2.2M 127k 17.11

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment 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