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Get Institutions for : 
Principal Spectrum Preferred Securities Active Etf (PREF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    8
Total shares held : 
35,318,830  
% of shares held : 
93.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
6,342,328  
% of shares held change : 
  16.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 3,007,521
 8.52%
 
Increased Positions :
40
 4,759,828
 13.48%
 
Unchanged Positions :
15
 1,314,838
 3.72%
 
Decreased Positions :
19
-1,201,191
-3.4%
 
Closed Positions :
4
-223,830
-0.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MainStreet Investment Advisors LLC 66 - 2024-03-31 173,507 $3,149,000 0
   Community Bank N.A. 92 - 2023-12-31 118,000 $2,065,000 0
   RAYMOND JAMES TRUST CO 569 - 2024-03-31 39,666 $720,000 0
   PITCAIRN CO 337 - 2023-12-31 32,386 $567,000 0
   Fidelis Capital Partners LLC 357 - 2024-03-31 10,000 $182,000 0
   PRIVATE TRUST CO NA 764 - 2024-03-31 7,508 $136,000 0
   IAG Wealth Partners LLC 230 - 2024-03-31 1,239 $22,000 0
   PNC FINANCIAL SERVICES GROUP INC 3445 - 2024-03-31 1,065 $19,000 0
   PROEQUITIES INC. 6107 - 2024-03-31 0 $0 0
   FMR LLC 5023 - 2023-12-31 1 $0 0

  10 Records found
  1    
  Page 1 of 1
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