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Principal Exchange Traded Fd spectrum p shares owned by GSB Wealth Management

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

Historical chart of GSB Wealth Management 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 GSB Wealth Management 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 GSB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 241k 19.14
2025-06-30 $4.3M 224k 18.97
2025-03-31 $3.6M 193k 18.70
2024-12-31 $1.2M 66k 18.61

More positions owned by GSB Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Harbor International Compounders Ret Etf (OSEA)
Apple Stock (AAPL)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Microsoft Corp Stock (MSFT)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Value Etf Etf (VTV)

View all positions for GSB Wealth Management

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