Principal Exchange Traded Fd spectrum p shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Principal Exchange Traded Fd spectrum p
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Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 94k | 19.14 |
| 2025-06-30 | $1.8M | 96k | 18.97 |
| 2025-03-31 | $1.7M | 94k | 18.70 |
| 2024-12-31 | $1.9M | 100k | 18.61 |
| 2022-12-31 | $2.3M | 136k | 17.11 |
| 2022-09-30 | $2.6M | 154k | 16.78 |
| 2022-06-30 | $2.7M | 154k | 17.26 |
| 2022-03-31 | $3.0M | 156k | 18.99 |
| 2021-12-31 | $3.2M | 157k | 20.28 |
| 2021-09-30 | $3.9M | 190k | 20.74 |
| 2021-06-30 | $4.0M | 193k | 20.72 |
| 2021-03-31 | $4.0M | 196k | 20.38 |
| 2020-12-31 | $4.4M | 211k | 20.68 |
| 2020-09-30 | $4.1M | 203k | 20.08 |
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