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Principal Exchange Traded Fd spectrum p shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management 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 Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 20k 18.15
2023-09-30 $327k 19k 16.86
2023-06-30 $416k 25k 16.95
2023-03-31 $502k 30k 16.99
2022-12-31 $500k 29k 17.11
2022-09-30 $603k 36k 16.77

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Russell 2000 Etf (IWM)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Eli Lilly & Co. (LLY)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Pepsi (PEP)

View all positions for Jacobi Capital Management

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
LPL Financial
Raymond James & Associates
Cornerstone Wealth Group
Benjamin F. Edwards & Company
Tyche Wealth Partners
Principal Securities
Baird Financial
Commonwealth Equity Services
Rogco

View all funds holding Principal Exchange Traded Fd spectrum p