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Principal Exchange Traded Fd spectrum p shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 23k 19.14

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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