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Principal Exchange Traded Fd spectrum p shares owned by IFC Advisors

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

Historical chart of IFC 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 IFC 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 IFC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $50M 2.6M 19.14
2025-06-30 $54M 2.8M 18.97
2025-03-31 $52M 2.8M 18.70
2024-12-31 $44M 2.4M 18.61

More positions owned by IFC Advisors

Vanguard World Mega Grwth Ind (MGK)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Index Fds Mid Cap Etf (VO)
Genius Sports Shares Cl A (GENI)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for IFC 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