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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
   Tyche Wealth Partners LLC 8 - 2024-03-31 541,222 $9,823,000 -6,834
   ENVESTNET ASSET MANAGEMENT INC 1580 - 2023-12-31 453,094 $7,934,000 -58,089
   Baird Financial Group Inc. 589 - 2023-12-31 363,234 $6,360,000 -372,686
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1104 - 2024-03-31 288,354 $5,234,000 -91,310
   Berger Financial Group Inc 69 - 2024-03-31 273,144 $4,958,000 -1,114,214
   Orion Portfolio Solutions LLC 461 - 2024-03-31 169,582 $3,078,000 -59,660
   HPM Partners LLC - 2023-12-31 165,193 $2,893,000 -51,616
   Willis Johnson & Associates Inc. 46 - 2024-03-31 146,673 $2,662,000 -3,895
   MEADOW CREEK WEALTH ADVISORS LLC 11 - 2024-03-31 139,222 $2,527,000 -290
   NOTTINGHAM ADVISORS INC 44 - 2023-12-31 121,565 $2,129,000 -8,492
   MASSMUTUAL TRUST CO FSB/ADV 194 - 2024-03-31 103,037 $1,870,000 -78,085
   BENJAMIN EDWARDS INC 89 - 2024-03-31 84,886 $1,541,000 -1,901
   Gilliland Jeter Wealth Management LLC 48 - 2024-03-31 82,412 $1,496,000 -3,512
   Private Advisor Group LLC 966 - 2024-03-31 81,299 $1,476,000 -7,418
   Goss Wealth Management LLC 791 - 2023-12-31 78,972 $1,388,000 -24,416
   UMB BANK N A/MO 306 - 2024-03-31 63,944 $1,161,000 -8,041
   Delta Investment Management LLC 63 - 2024-03-31 59,571 $1,081,000 -1,840
   Activest Wealth Management 22 - 2024-03-31 55,027 $999,000 -66,726
   PINNACLE FINANCIAL PARTNERS INC 305 - 2024-03-31 34,935 $634,000 -3,817
   Belpointe Asset Management LLC 438 - 2024-03-31 27,096 $492,000 -3,160
   Advisor Group Holdings Inc. 3057 - 2024-03-31 23,112 $419,000 -11,950
   Coastal Investment Advisors Inc. 341 - 2024-03-31 14,743 $268,000 -6,080
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 113 - 2024-03-31 14,300 $260,000 -300
   CWM LLC 1558 - 2024-03-31 9,681 $176,000 -143
   Farther Finance Advisors LLC 1759 - 2023-12-31 378 $7,000 -79
  25 Records found
  1    
  Page 1 of 1
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