PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
43,839,127
Share change
+2,219,660
Total reported value
$815,858,977
Price per share
$18.61
Number of holders
105
Value change
+$41,295,387
Number of buys
59
Number of sells
28

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q4 2024

As of 31 Dec 2024, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 105 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 43,839,127 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, IFC Advisors LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and BENJAMIN EDWARDS INC. This page lists 105 institutional shareholders reporting positions in this security for the Q4 2024 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.