As of 30 Sep 2025, 124 institutional investors reported holding 53,697,593 shares of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 13,927,166 | $265,626,437 | +$2,078,560 | $19.07 | 62 |
| 2025 Q3 | 53,697,593 | $1,027,689,375 | +$69,188,184 | $19.14 | 124 |
| 2025 Q2 | 50,078,077 | $949,838,988 | +$43,882,820 | $18.97 | 123 |
| 2025 Q1 | 47,719,999 | $892,249,136 | +$74,297,986 | $18.70 | 113 |
| 2024 Q4 | 43,839,127 | $815,858,977 | +$41,295,387 | $18.61 | 105 |
| 2024 Q3 | 38,940,314 | $732,427,138 | +$13,468,751 | $18.81 | 93 |
| 2024 Q2 | 38,906,888 | $709,109,161 | +$43,600,548 | $18.22 | 93 |
| 2024 Q1 | 36,484,712 | $662,194,811 | +$12,183,458 | $18.15 | 84 |
| 2023 Q4 | 35,819,374 | $627,205,765 | +$113,690,309 | $17.51 | 88 |
| 2023 Q3 | 28,170,840 | $474,480,507 | +$49,050,178 | $16.86 | 72 |
| 2023 Q2 | 24,850,710 | $421,206,236 | +$57,812,960 | $16.95 | 63 |
| 2023 Q1 | 21,504,871 | $365,339,523 | +$70,024,061 | $16.99 | 66 |
| 2022 Q4 | 17,299,682 | $295,996,007 | +$94,987,523 | $17.11 | 68 |
| 2022 Q3 | 12,235,753 | $205,314,987 | -$21,039,947 | $16.78 | 64 |
| 2022 Q2 | 13,438,058 | $231,927,116 | +$12,461,910 | $17.26 | 68 |
| 2022 Q1 | 12,699,050 | $241,132,233 | -$32,224,561 | $18.99 | 69 |
| 2021 Q4 | 14,625,137 | $296,623,555 | +$28,573,464 | $20.28 | 70 |
| 2021 Q3 | 13,193,685 | $273,599,391 | +$32,929,205 | $20.74 | 61 |
| 2021 Q2 | 11,649,627 | $241,426,884 | +$29,731,383 | $20.72 | 63 |
| 2021 Q1 | 10,179,722 | $207,685,030 | +$52,900,162 | $20.38 | 55 |
| 2020 Q4 | 7,579,854 | $156,757,418 | +$53,135,007 | $20.68 | 46 |
| 2020 Q3 | 4,948,677 | $99,371,940 | +$59,879,114 | $20.08 | 38 |
| 2020 Q2 | 998,044 | $96,967,914 | +$15,149,142 | $97.16 | 38 |
| 2020 Q1 | 844,265 | $74,081,000 | +$12,906,661 | $87.75 | 32 |
| 2019 Q4 | 693,024 | $69,764,000 | +$7,917,553 | $100.66 | 32 |
| 2019 Q3 | 601,920 | $59,919,000 | +$10,215,264 | $99.55 | 23 |
| 2019 Q2 | 499,500 | $48,652,000 | +$8,165,602 | $97.38 | 22 |
| 2019 Q1 | 415,670 | $39,573,000 | +$4,447,581 | $95.19 | 16 |
| 2018 Q4 | 368,075 | $33,150,000 | -$720,397 | $90.07 | 14 |
| 2018 Q3 | 375,957 | $35,768,000 | -$2,139,955 | $95.14 | 15 |
| 2018 Q2 | 398,181 | $37,865,000 | +$3,690,504 | $95.09 | 14 |
| 2018 Q1 | 359,358 | $35,026,000 | +$4,909,273 | $97.48 | 9 |
| 2017 Q4 | 308,990 | $31,003,000 | +$1,513,154 | $100.34 | 6 |
| 2017 Q3 | 293,912 | $29,890,000 | +$29,890,000 | $101.70 | 3 |