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Principal Exchange Traded Fd spectrum p shares owned by Sunesis Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $369k 21k 17.51
2023-09-30 $355k 21k 16.86
2023-03-31 $358k 21k 16.99

More positions owned by Sunesis Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AvalonBay Communities (AVB)
Camden Ppty Tr Sh Ben Int (CPT)
Mid-America Apartment (MAA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sunesis Advisors

Top funds holding Principal Exchange Traded Fd spectrum p

UBS Group
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Pallas Capital Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Cornerstone Wealth Group
Benjamin F. Edwards & Company
Tyche Wealth Partners
Baird Financial
Commonwealth Equity Services
Principal Securities
Raymond James Financial Services Advisors
Rogco

View all funds holding Principal Exchange Traded Fd spectrum p