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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 51.5 M +USD 5.73 M +281,075 +12%
Morgan Stanley
2
Morgan Stanley
New York
USD 46.9 M +USD 9.9 M +486,358 +27%
Wells Fargo
3
Wells Fargo
California
USD 22.4 M -USD 6.87 M -336,937 -23%
Cornerstone Wealth Group
4
Cornerstone Wealth Group
North Carolina
USD 20.7 M -USD 484 k -23,708 -2%
UBS Group
5
UBS Group
Switzerland
USD 19.3 M +USD 6.44 M +315,707 +50%
Covington Capital Management
6
Covington Capital Management
California
USD 10.5 M +USD 3.37 M +165,470 +47%
Jane Street
7
Jane Street
New York
USD 8.87 M +USD 8.92 M +437,346 Nuevas
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 8.08 M +USD 361 k +17,680 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 6.74 M -USD 4.5 M -220,500 -40%
LPL Financial
10
LPL Financial
California
USD 6.47 M +USD 327 k +16,053 +5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 6.46 M +USD 959 k +47,044 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 6.44 M +USD 134 k +6,568 +2%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 6.32 M -USD 754 k -36,971 -11%
Carroll Financial Associates
14
Carroll Financial Associates
North Carolina
USD 5.97 M +USD 431 k +21,157 +8%
Raymond James & Associates
15
Raymond James & Associates
Florida
USD 5.41 M +USD 724 k +35,521 +15%
Activest Wealth Management
16
Activest Wealth Management
Florida
USD 5.08 M +USD 4.17 M +204,304 +444%
Truist Financial
17
Truist Financial
North Carolina
USD 4.28 M -USD 2.61 M -127,932 -38%
Nottingham Advisors
18
Nottingham Advisors
New York
USD 4.23 M -USD 1.55 M -75,780 -27%
IBEX Wealth Advisors
19
IBEX Wealth Advisors
New Jersey
USD 3.19 M -USD 659 k -32,303 -17%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 3.07 M -USD 105 k -5,152 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 2.69 M +USD 598 k +29,317 +28%
Mariner Independent Advisor Network
22
Mariner Independent Advisor Network
Kansas
USD 2.68 M +USD 412 k +20,186 +18%
PA
23
PSI Advisors
Florida
USD 2.67 M -USD 48.5 k -2,377 -2%
Community Bank
24
Community Bank
New York
USD 2.64 M – – –
Realta Investment Advisors
25
Realta Investment Advisors
Delaware
USD 2.28 M +USD 997 k +48,872 +77%
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