Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SPECTRUM PFD
-
Total 13F shares
-
35,819,374
-
Share change
-
+6,484,528
-
Total reported value
-
$627,205,765
-
Price per share
-
$17.51
-
Number of holders
-
88
-
Value change
-
+$113,690,309
-
Number of buys
-
53
-
Number of sells
-
23
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q4 2023
As of 31 Dec 2023,
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,819,374 shares.
The largest 10 holders included
UBS Group AG, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, ROYAL BANK OF CANADA, Berger Financial Group, Inc, Pallas Capital Advisors LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC, and RAYMOND JAMES & ASSOCIATES.
This page lists
88
institutional shareholders reporting positions in this security
for the Q4 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.