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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 221 M +USD 9.38 M +491,520 +4%
UBS Group
2
UBS Group
Switzerland
USD 146 M +USD 10.6 M +556,858 +8%
Morgan Stanley
3
Morgan Stanley
New York
USD 139 M +USD 10.1 M +527,763 +8%
Wells Fargo
4
Wells Fargo
California
USD 70.6 M -USD 3.84 M -201,234 -5%
LPL Financial
5
LPL Financial
California
USD 58.4 M +USD 1.43 M +74,853 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 58.4 M -USD 3.99 M -209,386 -6%
IFC Advisors
7
IFC Advisors
California
USD 51.4 M +USD 920 k +48,223 +2%
Ameriprise
8
Ameriprise
Minnesota
USD 41.4 M +USD 8.04 M +421,421 +24%
Raymond James Financial
9
Raymond James Financial
Florida
USD 35 M -USD 601 k -31,517 -2%
Principal Securities
10
Principal Securities
Iowa
USD 22.8 M +USD 5.44 M +285,169 +31%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 20.3 M +USD 5.15 M +269,728 +33%
L2 Asset Management
12
L2 Asset Management
Massachusetts
USD 16 M +USD 10.2 M +533,904 +169%
Permanens Capital
13
Permanens Capital
New York
USD 15.9 M -USD 16.6 M -868,623 -51%
Bensler
14
Bensler
Washington
USD 15.7 M +USD 2.37 M +124,406 +18%
Benjamin Edwards Inc
15
Benjamin Edwards Inc
Missouri
USD 12.5 M -USD 558 k -29,261 -4%
Cornerstone Advisors Asset Management
16
Cornerstone Advisors Asset Management
Pennsylvania
USD 12.2 M +USD 631 k +33,062 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
USD 11.3 M -USD 11.2 M -585,563 -49%
Mariner
18
Mariner
Kansas
USD 10 M -USD 430 k -22,537 -4%
Berger Financial Group
19
Berger Financial Group
Minnesota
USD 7.6 M -USD 982 k -51,473 -11%
RL
20
Rogco LP
Oklahoma
USD 7.49 M +USD 208 k +10,923 +3%
NewEdge Advisors
21
NewEdge Advisors
Louisiana
USD 6.95 M +USD 389 k +20,404 +6%
Jane Street
22
Jane Street
New York
USD 6.03 M +USD 5.36 M +281,117 +713%
Principal Financial Group
23
Principal Financial Group
Iowa
USD 5.9 M +USD 900 k +47,166 +18%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
USD 5.81 M +USD 5.87 M +307,736 +35,372%
PA
25
PSI Advisors
Florida
USD 5.34 M -USD 143 k -7,514 -3%
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