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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
$46.9M +$4.37M +210,586 +10%
Morgan Stanley
2
Morgan Stanley
New York
$37.9M +$6.75M +324,800 +22%
Wells Fargo
3
Wells Fargo
California
$29.9M +$7.37M +354,609 +33%
CWG
4
Cornerstone Wealth Group
North Carolina
$21.7M -$442K -21,276 -2%
UBS Group
5
UBS Group
Switzerland
$13.2M +$5.42M +260,945 +70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.5M +$218K +10,508 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.9M +$179K +8,623 +2%
CCM
8
Covington Capital Management
California
$7.31M +$1.8M +86,717 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.23M -$136K -6,540 -2%
Truist Financial
10
Truist Financial
North Carolina
$7.03M +$737K +35,473 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.42M +$88.9K +4,281 +1%
LPL Financial
12
LPL Financial
California
$6.29M +$322K +15,502 +5%
NA
13
Nottingham Advisors
New York
$5.9M +$568K +27,364 +11%
CFA
14
Carroll Financial Associates
North Carolina
$5.66M +$1.05M +50,641 +23%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$5.63M +$1.14M +54,986 +25%
RJA
16
Raymond James & Associates
Florida
$4.8M +$541K +26,047 +13%
IWA
17
IBEX Wealth Advisors
New Jersey
$3.93M -$66.2K -3,188 -2%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.25M +$72.3K +3,482 +2%
PA
19
PSI Advisors
Florida
$2.72M +$184K +8,866 +7%
CB
20
Community Bank
New York
$2.7M -$8.1K -390 -0.3%
FIM
21
Freedom Investment Management
Connecticut
$2.38M +$64.2K +3,091 +3%
MIA
22
MainStreet Investment Advisors
Illinois
$2.34M -$557K -26,815 -19%
USAA
23
United Services Automobile Association
Texas
$2.34M -$419K -20,150 -15%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.33M +$2.33M +112,174 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.14M +$617K +29,704 +40%
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