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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

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Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $224k 12k 18.15
2023-12-31 $216k 12k 17.51

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

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
Raymond James Financial Services Advisors
Rogco

View all funds holding Principal Exchange Traded Fd spectrum p