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Principal Exchange Traded Fd spectrum p shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 141k 19.14
2025-06-30 $2.6M 138k 18.97
2022-12-31 $350k 20k 17.11
2022-09-30 $343k 20k 16.78

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View all positions for Creative Planning

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