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icono de PREF

Principal Spectrum Preferred Securities Active ETF
PREF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 36.8 M +USD 3.2 M +155,977 +9%
Morgan Stanley
2
Morgan Stanley
New York
USD 24.9 M +USD 13.5 M +654,894 +116%
Cornerstone Wealth Group
3
Cornerstone Wealth Group
North Carolina
USD 22.7 M -USD 999 k -48,653 -4%
Wells Fargo
4
Wells Fargo
California
USD 13.6 M +USD 5.45 M +265,334 +66%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 9.8 M +USD 5.83 M +284,051 +143%
UBS Group
6
UBS Group
Switzerland
USD 6.94 M +USD 899 k +43,763 +15%
Raymond James Financial Services Advisors
7
Raymond James Financial Services Advisors
Florida
USD 6.77 M +USD 1.39 M +67,643 +26%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 6.04 M +USD 629 k +30,628 +11%
LPL Financial
9
LPL Financial
California
USD 6.03 M +USD 2.3 M +111,770 +61%
Truist Financial
10
Truist Financial
North Carolina
USD 5.9 M +USD 857 k +41,717 +17%
Nottingham Advisors
11
Nottingham Advisors
New York
USD 5.41 M +USD 1.59 M +77,484 +41%
Covington Capital Management
12
Covington Capital Management
California
USD 4.92 M +USD 4.95 M +241,204 Nuevas
Bank of New York Mellon
13
Bank of New York Mellon
New York
USD 4.77 M +USD 162 k +7,895 +3%
ARG
14
Advisory Resource Group
Oklahoma
USD 4.57 M +USD 237 k +11,546 +5%
IBEX Wealth Advisors
15
IBEX Wealth Advisors
New Jersey
USD 3.99 M -USD 316 k -15,398 -7%
Carroll Financial Associates
16
Carroll Financial Associates
North Carolina
USD 3.91 M +USD 973 k +47,396 +33%
Raymond James & Associates
17
Raymond James & Associates
Florida
USD 3.84 M +USD 431 k +20,986 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 3.31 M +USD 928 k +45,184 +38%
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 2.61 M +USD 2.63 M +128,128 Nuevas
Community Bank
20
Community Bank
New York
USD 2.46 M – – –
Freedom Investment Management
21
Freedom Investment Management
Connecticut
USD 2.33 M +USD 2.35 M +114,477 Nuevas
PA
22
PSI Advisors
Florida
USD 2.23 M +USD 1.1 M +53,369 +95%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
USD 1.91 M +USD 38.8 k +1,890 +2%
NewEdge Advisors
24
NewEdge Advisors
Louisiana
USD 1.84 M +USD 390 k +18,987 +27%
MainStreet Investment Advisors
25
MainStreet Investment Advisors
Illinois
USD 1.7 M +USD 1.72 M +83,569 Nuevas
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