We are live on ! Find out more
PREF icon

Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Laidlaw Wealth Management
New York
$662K +$116K +6,500 +22%
GRP
52
Global Retirement Partners
California
$653K +$67.8K +3,805 +12%
PFPT
53
Pinnacle Financial Partners (Tennessee)
Tennessee
$634K -$68K -3,817 -10%
KAS
54
Kestra Advisory Services
Texas
$609K +$215K +12,042 +56%
P
55
Pitcairn
Pennsylvania
$588K
FA
56
Flagstar Advisors
New York
$534K +$139K +7,829 +36%
BAM
57
Belpointe Asset Management
Nevada
$492K -$56.3K -3,160 -10%
MFC
58
Mechanics Financial Corp
Ohio
$464K +$22.2K +1,248 +5%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$462K +$58.7K +3,297 +15%
Osaic Holdings
60
Osaic Holdings
Arizona
$419K -$213K -11,950 -34%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$419K +$40.6K +2,279 +11%
CIAS
62
Capital Investment Advisory Services
North Carolina
$406K +$79.6K +4,470 +25%
SAM
63
Smartleaf Asset Management
Massachusetts
$400K +$61.8K +3,468 +19%
JCM
64
Jacobi Capital Management
Pennsylvania
$371K +$32.4K +1,816 +10%
XF
65
XML Financial
Maryland
$361K +$4.17K +234 +1%
FFA
66
Farther Finance Advisors
California
$286K +$275K +15,450 +4,087%
GA
67
Greytown Advisors
Florida
$273K
RIA
68
Realta Investment Advisors
Delaware
$268K -$108K -6,080 -29%
WC
69
Whitney & Co
New York
$260K -$5.34K -300 -2%
CIA
70
Concurrent Investment Advisors
Florida
$224K +$196 +11 +0.1%
NA
71
Nottingham Advisors
New York
$195K -$1.97M -110,795 -91%
WP
72
WealthShield Partners
North Carolina
$186K +$182K +10,231 New
FCP
73
Fidelis Capital Partners
Florida
$182K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$176K -$2.55K -143 -1%
CB
75
Community Bank
New York
$145K -$1.96M -110,000 -93%