Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / SPECTRUM PFD
-
Total 13F shares
-
4,946,477
-
Share change
-
+3,943,912
-
Total reported value
-
$99,327,940
-
Price per share
-
$20.08
-
Number of holders
-
37
-
Value change
-
+$59,860,982
-
Number of buys
-
36
-
Number of sells
-
5
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q3 2020
As of 30 Sep 2020,
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,946,477 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, UBS Group AG, Raymond James Financial Services Advisors, Inc., Bank of New York Mellon Corp, Advisory Resource Group, NOTTINGHAM ADVISORS, INC., IBEX WEALTH ADVISORS, and ROYAL BANK OF CANADA.
This page lists
37
institutional shareholders reporting positions in this security
for the Q3 2020 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.