PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

CUSIP: 74255Y888

Q2 2020 13F Holders as of 30 Jun 2020

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
998,044
Share change
+153,779
Total reported value
$96,967,914
Price per share
$97.16
Number of holders
38
Value change
+$15,149,142
Number of buys
26
Number of sells
12

Quarterly Holders Quick Answers

What is CUSIP 74255Y888?
CUSIP 74255Y888 identifies PREF - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD in SEC institutional holdings data.

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Top shareholders of PREF - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q2 2020

As of 30 Jun 2020, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 38 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 998,044 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, PRINCIPAL FINANCIAL GROUP INC, RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Bank of New York Mellon Corp, Advisory Resource Group, Redhawk Wealth Advisors, Inc., ROYAL BANK OF CANADA, and UBS Group AG. This page lists 38 institutional shareholders reporting positions in this security for the Q2 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2020 vs Q1 2020 Across Filers

Q1 2020 holders
32
Q2 2020 holders
38
Holder diff
6
Investor Q1 2020 Shares Q2 2020 Shares Share Diff Share Chg % Q1 2020 Value $ Q2 2020 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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