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Principal Exchange Traded Fd spectrum p shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 72k 19.14
2025-06-30 $1.4M 73k 18.97
2025-03-31 $1.4M 76k 18.70

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View all positions for Lifeworks 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