Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SPECTRUM PFD
-
Total 13F shares
-
38,869,161
-
Share change
-
+683,742
-
Total reported value
-
$731,088,741
-
Price per share
-
$18.81
-
Number of holders
-
91
-
Value change
-
+$13,429,592
-
Number of buys
-
57
-
Number of sells
-
33
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) as of Q3 2024
As of 30 Sep 2024,
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD (PREF) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,869,161 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, BENJAMIN EDWARDS INC, and Tyche Wealth Partners LLC.
This page lists
93
institutional shareholders reporting positions in this security
for the Q3 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.