PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

CUSIP: 74255Y888

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
28,170,840
Share change
+2,938,072
Total reported value
$474,480,507
Price per share
$16.86
Number of holders
72
Value change
+$49,050,178
Number of buys
36
Number of sells
30

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 2023

As of 30 Sep 2023, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 72 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,170,840 shares. The largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Royal Bank of Canada, Pallas Capital Advisors LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC, Baird Financial Group, Inc., and Bank of New York Mellon Corp. This page lists 72 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
63
Q3 2023 holders
72
Holder diff
9
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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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