Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SPECTRUM PFD
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Number of holders
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84
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Total 13F shares, excl. options
-
36,484,712
-
Shares change
-
+665,338
-
Total reported value, excl. options
-
$662,194,811
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Value change
-
+$12,183,458
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Number of buys
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48
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Number of sells
-
38
-
Price
-
$18.15
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q1 2024
As of 31 Mar 2024 PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) had 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 36,484,712 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Royal Bank of Canada, Pallas Capital Advisors LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, and Cornerstone Wealth Group, LLC.
This table shows 84 institutional shareholders of the security as of 31 Mar 2024.
| 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.