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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
$133M +$6M +331,274 +5%
UBS Group
2
UBS Group
Switzerland
$115M -$267K -14,741 -0.2%
Wells Fargo
3
Wells Fargo
California
$91.3M +$6.04M +333,434 +7%
Morgan Stanley
4
Morgan Stanley
New York
$84M +$6.36M +351,354 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.7M +$6.79M +374,895 +26%
PCA
6
Pallas Capital Advisors
Massachusetts
$26.5M +$1.3M +71,958 +5%
LPL Financial
7
LPL Financial
California
$25.9M +$7.98M +440,751 +45%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$23.5M +$1.98M +109,322 +9%
RJA
9
Raymond James & Associates
Florida
$17.9M +$1.23M +67,837 +7%
CWG
10
Cornerstone Wealth Group
North Carolina
$12.8M +$141K +7,799 +1%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$11.6M +$44.5K +2,457 +0.4%
TWP
12
Tyche Wealth Partners
Texas
$10.7M +$845K +46,641 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.35M +$223K +12,334 +2%
PS
14
Principal Securities
Iowa
$8.11M +$1.25M +69,176 +18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.2M +$1.93M +106,788 +37%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$6.07M +$640K +35,363 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.79M -$170K -9,398 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.78M -$31.2K -1,722 -0.5%
BFG
19
Berger Financial Group
Minnesota
$5.64M +$663K +36,609 +13%
FZCM
20
Flynn Zito Capital Management
New York
$5.34M +$3.38M +186,667 +175%
RL
21
Rogco LP
Oklahoma
$5.33M +$29.5K +1,627 +0.6%
Mariner
22
Mariner
Kansas
$4.13M +$234K +12,900 +6%
PA
23
PSI Advisors
Florida
$3.75M +$637K +35,182 +21%
Truist Financial
24
Truist Financial
North Carolina
$3.22M -$2.19M -121,118 -41%
IP
25
Investment Partners
Ohio
$2.53M +$140K +7,713 +6%
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