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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
$36.8M +$3.2M +155,977 +9%
Morgan Stanley
2
Morgan Stanley
New York
$24.9M +$13.5M +654,894 +116%
CWG
3
Cornerstone Wealth Group
North Carolina
$22.7M -$999K -48,653 -4%
Wells Fargo
4
Wells Fargo
California
$13.6M +$5.45M +265,334 +66%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.85M +$5.83M +284,051 +143%
UBS Group
6
UBS Group
Switzerland
$6.94M +$899K +43,763 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.77M +$1.39M +67,643 +26%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.04M +$629K +30,628 +11%
LPL Financial
9
LPL Financial
California
$6.03M +$2.3M +111,770 +61%
Truist Financial
10
Truist Financial
North Carolina
$5.9M +$857K +41,717 +17%
NA
11
Nottingham Advisors
New York
$5.41M +$1.59M +77,484 +41%
CCM
12
Covington Capital Management
California
$4.92M +$4.95M +241,204 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.77M +$162K +7,895 +3%
ARG
14
Advisory Resource Group
Oklahoma
$4.57M +$237K +11,546 +5%
IWA
15
IBEX Wealth Advisors
New Jersey
$3.99M -$316K -15,398 -7%
CFA
16
Carroll Financial Associates
North Carolina
$3.91M +$973K +47,396 +33%
RJA
17
Raymond James & Associates
Florida
$3.84M +$431K +20,986 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.31M +$928K +45,184 +38%
BCI
19
Brinker Capital Investments
Pennsylvania
$2.61M +$2.63M +128,128 New
CB
20
Community Bank
New York
$2.46M – – –
FIM
21
Freedom Investment Management
Connecticut
$2.33M +$2.35M +114,477 New
PA
22
PSI Advisors
Florida
$2.23M +$1.1M +53,369 +95%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.91M +$38.8K +1,890 +2%
NA
24
NewEdge Advisors
Louisiana
$1.84M +$390K +18,987 +27%
MIA
25
MainStreet Investment Advisors
Illinois
$1.7M +$1.72M +83,569 New
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