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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 46.9 M +USD 4.37 M +210,586 +10%
Morgan Stanley
2
Morgan Stanley
New York
USD 37.9 M +USD 6.75 M +324,800 +22%
Wells Fargo
3
Wells Fargo
California
USD 29.9 M +USD 7.37 M +354,609 +33%
Cornerstone Wealth Group
4
Cornerstone Wealth Group
North Carolina
USD 21.7 M -USD 442 k -21,276 -2%
UBS Group
5
UBS Group
Switzerland
USD 13.2 M +USD 5.42 M +260,945 +70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 11.5 M +USD 218 k +10,508 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
USD 7.9 M +USD 179 k +8,623 +2%
Covington Capital Management
8
Covington Capital Management
California
USD 7.31 M +USD 1.8 M +86,717 +33%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 7.23 M -USD 136 k -6,540 -2%
Truist Financial
10
Truist Financial
North Carolina
USD 7.02 M +USD 737 k +35,473 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
USD 6.42 M +USD 88.9 k +4,281 +1%
LPL Financial
12
LPL Financial
California
USD 6.29 M +USD 322 k +15,502 +5%
Nottingham Advisors
13
Nottingham Advisors
New York
USD 5.9 M +USD 568 k +27,364 +11%
Carroll Financial Associates
14
Carroll Financial Associates
North Carolina
USD 5.66 M +USD 1.05 M +50,641 +23%
Baird Financial Group
15
Baird Financial Group
Wisconsin
USD 5.63 M +USD 1.14 M +54,986 +25%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 4.8 M +USD 541 k +26,047 +13%
IBEX Wealth Advisors
17
IBEX Wealth Advisors
New Jersey
USD 3.93 M -USD 66.2 k -3,188 -2%
Brinker Capital Investments
18
Brinker Capital Investments
Pennsylvania
USD 3.25 M +USD 72.3 k +3,482 +2%
PA
19
PSI Advisors
Florida
USD 2.72 M +USD 184 k +8,866 +7%
Community Bank
20
Community Bank
New York
USD 2.7 M -USD 8.1 k -390 -0.3%
Freedom Investment Management
21
Freedom Investment Management
Connecticut
USD 2.38 M +USD 64.2 k +3,091 +3%
MainStreet Investment Advisors
22
MainStreet Investment Advisors
Illinois
USD 2.34 M -USD 557 k -26,815 -19%
United Services Automobile Association
23
United Services Automobile Association
Texas
USD 2.34 M -USD 419 k -20,150 -15%
Mariner Independent Advisor Network
24
Mariner Independent Advisor Network
Kansas
USD 2.33 M +USD 2.33 M +112,174 Nuevas
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 2.14 M +USD 617 k +29,704 +40%
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