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Principal Exchange Traded Fd spectrum p shares owned by Assetmark

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

Historical chart of Assetmark investment in Principal Exchange Traded Fd spectrum p

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All positions including Principal Exchange Traded Fd spectrum p held by Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 2.4k 19.14
2025-06-30 $45k 2.4k 18.97

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Top funds holding Principal Exchange Traded Fd spectrum p

UBS Group
Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
IFC Advisors
Raymond James Financial
Permanens Capital
Wealth Enhancement Advisory Services
Ameriprise Financial
Benjamin Edwards
Principal Securities
Bensler
Envestnet Asset Management
Cornerstone Advisors Asset Management

View all funds holding Principal Exchange Traded Fd spectrum p