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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 133 M +USD 6 M +331,274 +5%
UBS Group
2
UBS Group
Switzerland
USD 115 M -USD 267 k -14,741 -0.2%
Wells Fargo
3
Wells Fargo
California
USD 91.3 M +USD 6.04 M +333,434 +7%
Morgan Stanley
4
Morgan Stanley
New York
USD 84 M +USD 6.36 M +351,354 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 32.7 M +USD 6.79 M +374,895 +26%
Pallas Capital Advisors
6
Pallas Capital Advisors
Massachusetts
USD 26.5 M +USD 1.3 M +71,958 +5%
LPL Financial
7
LPL Financial
California
USD 25.9 M +USD 7.98 M +440,751 +45%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
USD 23.5 M +USD 1.98 M +109,322 +9%
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 17.9 M +USD 1.23 M +67,837 +7%
Cornerstone Wealth Group
10
Cornerstone Wealth Group
North Carolina
USD 12.8 M +USD 141 k +7,799 +1%
Benjamin F. Edwards & Company
11
Benjamin F. Edwards & Company
Missouri
USD 11.6 M +USD 44.5 k +2,457 +0.4%
TWP
12
Tyche Wealth Partners
Texas
USD 10.7 M +USD 845 k +46,641 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 9.35 M +USD 223 k +12,334 +2%
Principal Securities
14
Principal Securities
Iowa
USD 8.11 M +USD 1.25 M +69,176 +18%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 7.2 M +USD 1.93 M +106,788 +37%
Cornerstone Advisors Asset Management
16
Cornerstone Advisors Asset Management
Pennsylvania
USD 6.07 M +USD 640 k +35,363 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 5.79 M -USD 170 k -9,398 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 5.78 M -USD 31.2 k -1,722 -0.5%
Berger Financial Group
19
Berger Financial Group
Minnesota
USD 5.64 M +USD 663 k +36,609 +13%
FZCM
20
Flynn Zito Capital Management
New York
USD 5.34 M +USD 3.38 M +186,667 +175%
RL
21
Rogco LP
Oklahoma
USD 5.33 M +USD 29.5 k +1,627 +0.6%
Mariner
22
Mariner
Kansas
USD 4.13 M +USD 234 k +12,900 +6%
PA
23
PSI Advisors
Florida
USD 3.75 M +USD 637 k +35,182 +21%
Truist Financial
24
Truist Financial
North Carolina
USD 3.22 M -USD 2.19 M -121,118 -41%
IP
25
Investment Partners
Ohio
USD 2.53 M +USD 140 k +7,713 +6%
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