We are live on ! Find out more
PREF icon

Principal Spectrum Preferred Securities Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$150M +$12.8M +691,490 +9%
UBS Group
2
UBS Group
Switzerland
$123M +$3.78M +205,018 +3%
Morgan Stanley
3
Morgan Stanley
New York
$99.4M +$12.4M +672,397 +15%
Wells Fargo
4
Wells Fargo
California
$93.6M -$635K -34,422 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.8M -$933K -50,534 -3%
LPL Financial
6
LPL Financial
California
$31.2M +$4.35M +235,641 +17%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.5M -$2.75M -149,194 -12%
RJA
8
Raymond James & Associates
Florida
$20.3M +$1.82M +98,816 +10%
BEI
9
Benjamin Edwards Inc
Missouri
$14M +$12.2M +660,443 +788%
TWP
10
Tyche Wealth Partners
Texas
$11.4M +$296K +16,035 +3%
CAAM
11
Cornerstone Advisors Asset Management
Pennsylvania
$7.9M +$1.6M +86,630 +26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.75M +$310K +16,816 +4%
RL
13
Rogco LP
Oklahoma
$6.61M +$1.09M +58,942 +20%
PCA
14
Pallas Capital Advisors
Massachusetts
$6.42M -$20.3M -1,099,993 -76%
Mariner
15
Mariner
Kansas
$6.3M +$2M +108,375 +48%
BFG
16
Berger Financial Group
Minnesota
$6.12M +$291K +15,746 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.8M -$178K -9,634 -3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$5.69M -$270K -14,625 -5%
FZCM
19
Flynn Zito Capital Management
New York
$5.68M +$164K +8,901 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.82M -$4.75M -257,184 -50%
PS
21
Principal Securities
Iowa
$4.12M -$4.17M -225,844 -51%
PA
22
PSI Advisors
Florida
$4.04M +$169K +9,137 +4%
IP
23
Investment Partners
Ohio
$2.58M -$34.1K -1,846 -1%
LB
24
Legacy Bridge
Iowa
$2.49M +$2.44M +132,430 New
WJA
25
Willis Johnson & Associates
Texas
$2.33M -$120K -6,495 -5%