Concurrent Investment Advisors »

Principal Exchange Traded Fd spectrum p shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 65k 19.06
2024-03-31 $224k 12k 18.15
2023-12-31 $216k 12k 17.51

More positions owned by Concurrent Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom Call Option (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Micron Technology (MU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Concurrent Investment Advisors

Top funds holding Principal Exchange Traded Fd spectrum p

Principal Financial Group
Bank of America Corporation
UBS Group
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
IFC Advisors
Raymond James Financial
Ameriprise Financial
Principal Securities
Envestnet Asset Management
Permanens Capital
Bensler
Cornerstone Advisors Asset Management

View all funds holding Principal Exchange Traded Fd spectrum p