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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 150 M +USD 12.8 M +691,490 +9%
UBS Group
2
UBS Group
Switzerland
USD 123 M +USD 3.78 M +205,018 +3%
Morgan Stanley
3
Morgan Stanley
New York
USD 99.4 M +USD 12.4 M +672,397 +15%
Wells Fargo
4
Wells Fargo
California
USD 93.6 M -USD 635 k -34,422 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 32.8 M -USD 933 k -50,534 -3%
LPL Financial
6
LPL Financial
California
USD 31.2 M +USD 4.35 M +235,641 +17%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
USD 21.5 M -USD 2.75 M -149,194 -12%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 20.3 M +USD 1.82 M +98,816 +10%
Benjamin Edwards Inc
9
Benjamin Edwards Inc
Missouri
USD 14 M +USD 12.2 M +660,443 +788%
TWP
10
Tyche Wealth Partners
Texas
USD 11.4 M +USD 296 k +16,035 +3%
Cornerstone Advisors Asset Management
11
Cornerstone Advisors Asset Management
Pennsylvania
USD 7.9 M +USD 1.6 M +86,630 +26%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 7.75 M +USD 310 k +16,816 +4%
RL
13
Rogco LP
Oklahoma
USD 6.61 M +USD 1.09 M +58,942 +20%
Pallas Capital Advisors
14
Pallas Capital Advisors
Massachusetts
USD 6.42 M -USD 20.3 M -1,099,993 -76%
Mariner
15
Mariner
Kansas
USD 6.3 M +USD 2 M +108,375 +48%
Berger Financial Group
16
Berger Financial Group
Minnesota
USD 6.12 M +USD 291 k +15,746 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 5.8 M -USD 178 k -9,634 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 5.69 M -USD 270 k -14,625 -5%
Flynn Zito Capital Management
19
Flynn Zito Capital Management
New York
USD 5.68 M +USD 164 k +8,901 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 4.82 M -USD 4.75 M -257,184 -50%
Principal Securities
21
Principal Securities
Iowa
USD 4.12 M -USD 4.17 M -225,844 -51%
PA
22
PSI Advisors
Florida
USD 4.04 M +USD 169 k +9,137 +4%
IP
23
Investment Partners
Ohio
USD 2.58 M -USD 34.1 k -1,846 -1%
Legacy Bridge
24
Legacy Bridge
Iowa
USD 2.49 M +USD 2.44 M +132,430 Nuevas
Willis Johnson & Associates
25
Willis Johnson & Associates
Texas
USD 2.33 M -USD 120 k -6,495 -5%
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