PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
24,850,710
Share change
+3,412,555
Total reported value
$421,206,236
Price per share
$16.95
Number of holders
63
Value change
+$57,812,960
Number of buys
31
Number of sells
37

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q2 2023

As of 30 Jun 2023, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 63 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 24,850,710 shares. The largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Royal Bank of Canada, Baird Financial Group, Inc., LPL Financial LLC, Bank of New York Mellon Corp, Raymond James Financial Services Advisors, Inc., and ENVESTNET ASSET MANAGEMENT INC. This page lists 63 institutional shareholders reporting positions in this security for the Q2 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.