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Principal Exchange Traded Fd spectrum p shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $848k 45k 18.82
2024-12-31 $434k 23k 18.61

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Principal Exchange Traded Fd spectrum p

Bank of America Corporation
UBS Group
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
IFC Advisors
Ameriprise Financial
Raymond James Financial
Principal Securities
Envestnet Asset Management
Permanens Capital
Bensler
Benjamin Edwards
Cornerstone Advisors Asset Management

View all funds holding Principal Exchange Traded Fd spectrum p