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ícone de PREF

Principal Spectrum Preferred Securities Active ETF
PREF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Smartleaf Asset Management
76
Smartleaf Asset Management
Massachusetts
US$ 679 mil – – –
EP Wealth Advisors
77
EP Wealth Advisors
California
US$ 676 mil +US$ 674 mil +35.471 Nova
HWMO
78
Heritage Wealth Management (Ohio)
Ohio
US$ 633 mil +US$ 84,9 mil +4.469 +16%
Coastal Bridge Advisors
79
Coastal Bridge Advisors
Connecticut
US$ 625 mil -US$ 26,2 mil -1.379 -4%
UMB Bank
80
UMB Bank
Missouri
US$ 619 mil +US$ 34,7 mil +1.825 +6%
AWM
81
Activest Wealth Management
Florida
US$ 615 mil +US$ 101 mil +5.330 +20%
Pinnacle Financial Partners (Georgia)
82
Pinnacle Financial Partners (Georgia)
Georgia
US$ 577 mil -US$ 205 mil -10.778 -26%
Argent Trust Co
83
Argent Trust Co
Tennessee
US$ 539 mil -US$ 14,2 mil -749 -3%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
US$ 508 mil +US$ 25,9 mil +1.365 +5%
RFA
85
Resurgent Financial Advisors
Georgia
US$ 484 mil +US$ 17,8 mil +937 +4%
Schnieders Capital Management
86
Schnieders Capital Management
California
US$ 442 mil -US$ 256 mil -13.480 -37%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
US$ 393 mil +US$ 2,51 mil +132 +0,6%
Diversified Trust
88
Diversified Trust
Tennessee
US$ 381 mil -US$ 101 mil -5.339 -21%
XML Financial
89
XML Financial
Maryland
US$ 370 mil +US$ 4,88 mil +257 +1%
Platform Technology Partners
90
Platform Technology Partners
New York
US$ 362 mil – – –
Stephens Inc
91
Stephens Inc
Arkansas
US$ 344 mil -US$ 67,7 mil -3.567 -16%
FZCM
92
Flynn Zito Capital Management
New York
US$ 315 mil -US$ 3,76 mil -198 -1%
Whitney & Co
93
Whitney & Co
New York
US$ 314 mil – – –
MBL Wealth
94
MBL Wealth
North Carolina
US$ 305 mil -US$ 9,5 mil -500 -3%
Venturi Wealth Management
95
Venturi Wealth Management
Texas
US$ 295 mil +US$ 294 mil +15.500 Nova
VestGen Advisors
96
VestGen Advisors
Illinois
US$ 287 mil – – –
Main Street Financial Solutions
97
Main Street Financial Solutions
Pennsylvania
US$ 276 mil +US$ 3,63 mil +191 +1%
Gotham Asset Management
98
Gotham Asset Management
New York
US$ 272 mil +US$ 271 mil +14.288 Nova
IP
99
Indivisible Partners
Florida
US$ 270 mil +US$ 269 mil +14.152 Nova
CLIP
100
Colter Lewis Investment Partners
Connecticut
US$ 268 mil – – –
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