PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

CUSIP: 74255Y888

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
13,193,685
Share change
+1,587,727
Total reported value
$273,599,391
Price per share
$20.74
Number of holders
61
Value change
+$32,929,205
Number of buys
43
Number of sells
18

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 Q3 2021

As of 30 Sep 2021, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 61 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,193,685 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Cornerstone Wealth Group, LLC, UBS Group AG, ROYAL BANK OF CANADA, Bank of New York Mellon Corp, Covington Capital Management, Raymond James Financial Services Advisors, Inc., and TRUIST FINANCIAL CORP. This page lists 61 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
63
Q3 2021 holders
61
Holder diff
-2
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 2021 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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