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Principal Spectrum Preferred Securities Active ETF
PREF

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$34.2M +$4.64M +228,181 +16%
CWG
2
Cornerstone Wealth Group
North Carolina
$23.8M +$23.4M +1,151,920 New
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$3.01M +147,715 +35%
Wells Fargo
4
Wells Fargo
California
$8.27M +$1.04M +50,973 +15%
UBS Group
5
UBS Group
Switzerland
$6.13M +$910K +44,715 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.51M +$5.36M +263,235 +8,391%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.47M +$419K +20,570 +8%
Truist Financial
8
Truist Financial
North Carolina
$5.12M +$2.41M +118,654 +92%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.67M +$31.7K +1,556 +0.7%
ARG
10
Advisory Resource Group
Oklahoma
$4.4M +$8.91K +438 +0.2%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.37M +$173K +8,493 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.12M +$500K +24,556 +14%
NA
13
Nottingham Advisors
New York
$3.89M -$479K -23,540 -11%
LPL Financial
14
LPL Financial
California
$3.81M +$405K +19,884 +12%
RJA
15
Raymond James & Associates
Florida
$3.46M +$591K +29,059 +21%
CFA
16
Carroll Financial Associates
North Carolina
$2.99M +$988K +48,534 +51%
Jane Street
17
Jane Street
New York
$2.76M +$2.71M +133,343 New
CB
18
Community Bank
New York
$2.5M +$611K +30,000 +33%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.43M +$961K +47,198 +67%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.9M -$21.1K -1,035 -1%
NA
21
NewEdge Advisors
Louisiana
$1.47M +$464K +22,803 +47%
WJA
22
Willis Johnson & Associates
Texas
$1.36M +$1.34M +65,923 New
PAG
23
Private Advisor Group
New Jersey
$1.34M +$16.1K +789 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$1.21M +$1.19M +58,708 New
PA
25
PSI Advisors
Florida
$1.16M +$47.2K +2,317 +4%
1
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