¡Ya estamos en ! Descubre más
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 127 M +USD 18.6 M +1,042,126 +18%
UBS Group
2
UBS Group
Switzerland
USD 115 M -USD 9.46 M -530,941 -8%
Wells Fargo
3
Wells Fargo
California
USD 84.9 M +USD 3.79 M +212,988 +5%
Morgan Stanley
4
Morgan Stanley
New York
USD 77.3 M +USD 11.6 M +651,349 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 25.7 M +USD 51.1 k +2,870 +0.2%
Pallas Capital Advisors
6
Pallas Capital Advisors
Massachusetts
USD 24.9 M +USD 2.68 M +150,350 +12%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
USD 21.5 M +USD 4.9 M +275,035 +30%
LPL Financial
8
LPL Financial
California
USD 17.8 M +USD 2.51 M +141,110 +17%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 16.6 M +USD 2.35 M +131,845 +17%
Cornerstone Wealth Group
10
Cornerstone Wealth Group
North Carolina
USD 12.6 M +USD 411 k +23,083 +3%
Benjamin F. Edwards & Company
11
Benjamin F. Edwards & Company
Missouri
USD 11.5 M +USD 967 k +54,269 +9%
TWP
12
Tyche Wealth Partners
Texas
USD 9.8 M -USD 122 k -6,834 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 9.09 M +USD 855 k +47,975 +11%
Principal Securities
14
Principal Securities
Iowa
USD 6.82 M +USD 1.06 M +59,726 +19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 5.94 M +USD 128 k +7,181 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
USD 5.79 M -USD 788 k -44,252 -12%
Truist Financial
17
Truist Financial
North Carolina
USD 5.41 M +USD 2.8 M +157,019 +112%
Cornerstone Advisors Asset Management
18
Cornerstone Advisors Asset Management
Pennsylvania
USD 5.4 M +USD 691 k +38,764 +15%
RL
19
Rogco LP
Oklahoma
USD 5.28 M +USD 89.4 k +5,019 +2%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 5.23 M -USD 1.63 M -91,310 -24%
Berger Financial Group
21
Berger Financial Group
Minnesota
USD 4.96 M -USD 19.9 M -1,114,214 -80%
Mariner
22
Mariner
Kansas
USD 3.88 M +USD 376 k +21,102 +11%
MainStreet Investment Advisors
23
MainStreet Investment Advisors
Illinois
USD 3.15 M – – –
PA
24
PSI Advisors
Florida
USD 3.09 M +USD 388 k +21,779 +15%
Brinker Capital Investments
25
Brinker Capital Investments
Pennsylvania
USD 3.08 M -USD 1.06 M -59,660 -26%
1
2 3 4