Spectrum Asset Management, Inc. - Portfolio overview

Spectrum Asset Management, Inc. has 4 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. PGX - INVESCO EXCH TRADED FD TR II, 84.85%
2. WFCPRL - WELLS FARGO & CO, 7.93%
3. VRP - INVESCO EXCH TRADED FD TR II, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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