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Principal Exchange Traded Fd spectrum p shares owned by Roxbury Financial

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

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $77k 4.0k 19.07

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View all positions for Roxbury Financial

Top funds holding Principal Exchange Traded Fd spectrum p

UBS Group
Wells Fargo & Company
Royal Bank of Canada
LPL Financial
IFC Advisors
Raymond James Financial
Permanens Capital
Wealth Enhancement Advisory Services
Ameriprise Financial
Principal Securities
Envestnet Asset Management
Bensler
Benjamin Edwards
Cornerstone Advisors Asset Management
Mariner Wealth Advisors

View all funds holding Principal Exchange Traded Fd spectrum p