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Principal Exchange Traded Fd spectrum p shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 273k 18.15
2023-12-31 $24M 1.4M 17.51

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Principal Exchange Traded Fd spectrum p

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Wealth Enhancement Advisory Services
Raymond James & Associates
Cornerstone Wealth Group
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Tyche Wealth Partners
Baird Financial
Commonwealth Equity Services
Principal Securities
Raymond James Financial Services Advisors
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View all funds holding Principal Exchange Traded Fd spectrum p