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Principal Exchange Traded Fd spectrum p shares owned by Resurgent Financial Advisors

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

Historical chart of Resurgent Financial Advisors investment in Principal Exchange Traded Fd spectrum p

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All positions including Principal Exchange Traded Fd spectrum p held by Resurgent Financial 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 22k 19.14
2025-06-30 $195k 10k 18.97

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Home Depot (HD)
Texas Pacific Land Corp (TPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Currencyshares Euro Euro Shs (FXE)

View all positions for Resurgent Financial 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