PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF)

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / SPECTRUM PFD
Total 13F shares
17,299,682
Share change
+5,550,355
Total reported value
$295,996,007
Price per share
$17.11
Number of holders
68
Value change
+$94,987,521
Number of buys
39
Number of sells
25

Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q4 2022

As of 31 Dec 2022, PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by 68 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,299,682 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, Cerity Partners LLC, Bank of New York Mellon Corp, PITCAIRN CO, ENVESTNET ASSET MANAGEMENT INC, Goldstein Advisors, LLC, and LPL Financial LLC. This page lists 68 institutional shareholders reporting positions in this security for the Q4 2022 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.