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Principal Exchange Traded Fd spectrum p shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $584k 31k 19.14
2025-06-30 $487k 26k 18.97
2025-03-31 $480k 26k 18.70
2024-12-31 $358k 19k 18.61

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private 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