Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / SPECTRUM PFD
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
998,044
-
Shares change
-
+153,779
-
Total reported value, excl. options
-
$96,967,914
-
Value change
-
+$15,149,142
-
Number of buys
-
26
-
Number of sells
-
-12
-
Price
-
$97.16
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q2 2020
42 filings reported holding PREF - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD as of Q2 2020.
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 998,044 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (205,598 shares), PRINCIPAL FINANCIAL GROUP INC (199,004 shares), RAYMOND JAMES & ASSOCIATES (86,536 shares), MORGAN STANLEY (68,849 shares), WELLS FARGO & COMPANY/MN (59,046 shares), Bank of New York Mellon Corp (41,877 shares), Advisory Resource Group (41,747 shares), Redhawk Wealth Advisors, Inc. (39,921 shares), ROYAL BANK OF CANADA (34,648 shares), and UBS Group AG (19,555 shares).
This table shows the top 38 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.