Whipplewood Advisors »

Principal Exchange Traded Fd spectrum p shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded Fd spectrum p by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 20k 19.14
2025-06-30 $372k 20k 18.97
2025-03-31 $407k 700 582.05