PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
38,906,888
Share change
+2,392,216
Total reported value
$709,109,161
Price per share
$18.22
Number of holders
93
Value change
+$43,600,548
Number of buys
58
Number of sells
29

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q2 2024

As of 30 Jun 2024 PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) had 93 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 38,906,888 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, LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, and Cornerstone Wealth Group, LLC.
This table shows 93 institutional shareholders of the security as of 30 Jun 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.