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Principal Exchange Traded Fd spectrum p shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $676k 36k 19.06

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View all positions for EP Wealth 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