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

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

Historical chart of FSC 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 FSC 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 21k 19.14
2025-06-30 $335k 18k 18.97

More positions owned by FSC Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Russell 2000 Etf (IWM)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Dj Internt Idx (FDN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for FSC Wealth Advisors

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