PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
21,504,871
Share change
+4,124,921
Total reported value
$365,339,523
Price per share
$16.99
Number of holders
66
Value change
+$70,024,061
Number of buys
35
Number of sells
28

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q1 2023

As of 31 Mar 2023, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 66 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 21,504,871 shares. The largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Baird Financial Group, Inc., Royal Bank of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Raymond James Financial Services Advisors, Inc., and ENVESTNET ASSET MANAGEMENT INC. This page lists 66 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.