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Principal Exchange Traded Fd spectrum p shares owned by Venturi Wealth Management

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

Historical chart of Venturi 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 Venturi 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 Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $295k 16k 19.06

More positions owned by Venturi Wealth Management

iShares Russell 1000 Growth ETF Etf (IWF)
iShares Inc Core Etf (IEMG)
SPDR Portfolio S&P Etf (SPYM)
iShares Trust Core Etf (IEFA)
iShares Core S&P Etf (IJR)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Micron Technology Common Stock (MU)
Capital Group Etf (CGIE)
Alphabet Inc Cap STK Common Stock (GOOGL)
Vanguard Russell Etf (VTWO)
Microsoft Common Stock (MSFT)
iShares Russell 2000 Etf (IWM)
Broadcom Common Stock (AVGO)
Kla Corp Common Stock (KLAC)

View all positions for Venturi Wealth Management

Top funds holding Principal Exchange Traded Fd spectrum p

Principal Financial Group
Bank of America Corporation
UBS Group
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
IFC Advisors
Raymond James Financial
Ameriprise Financial
Principal Securities
Envestnet Asset Management
Permanens Capital
Bensler
Cornerstone Advisors Asset Management

View all funds holding Principal Exchange Traded Fd spectrum p