Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SPECTRUM PFD
-
Total 13F shares
-
36,234,117
-
Share change
-
+70,266
-
Total reported value
-
$657,646,534
-
Price per share
-
$18.15
-
Number of holders
-
82
-
Value change
-
+$1,382,882
-
Number of buys
-
46
-
Number of sells
-
37
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) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,234,117 shares.
The 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 page lists
83
institutional shareholders reporting positions in this security
for the Q1 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.