Who owns Principal Exchange Traded Fd spectrum pfd?
- Ticker: PREF
- CUSIP Number: 74255y888
Tip: Access positions for across all investors
Analyze quarterly positions in Principal Exchange Traded Fd spectrum p with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Principal Exchange Traded Fd spectrum p stock
Who bought or sold Principal Exchange Traded Fd spectrum pfd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 7.1M | $136M | 2% | Sep 2025 |
|
| Morgan Stanley | 6.2M | $117M | 100% | Jun 2025 |
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| Wells Fargo & Company | 3.6M | $69M | 11% | Sep 2025 |
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| Royal Bank of Canada | 3.1M | $59M | 1% | Sep 2025 |
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| LPL Financial | 2.7M | $52M | -2% | Sep 2025 |
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| IFC Advisors | 2.6M | $50M | -7% | Sep 2025 |
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| Raymond James Financial | 1.7M | $32M | 10% | Sep 2025 |
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| Permanens Capital | 1.5M | $28M | -3% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.2M | $23M | 0% | Sep 2025 |
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| Ameriprise Financial | 1.1M | $21M | 100% | Sep 2025 |
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| Benjamin Edwards | 709k | $14M | 2% | Sep 2025 |
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| Principal Securities | 673k | $13M | 57% | Sep 2025 |
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| Bensler | 643k | $12M | 10% | Sep 2025 |
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| Envestnet Asset Management | 641k | $12M | 59% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 563k | $11M | 7% | Sep 2025 |
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| Mariner Wealth Advisors | 515k | $9.9M | 2% | Sep 2025 |
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| Berger Financial Group | 430k | $8.2M | 1% | Sep 2025 |
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| Tyche Wealth Partners | 402k | $7.7M | -2% | Sep 2025 |
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| Rogco | 384k | $7.3M | 1% | Sep 2025 |
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| Goss Wealth Management | 299k | $5.7M | 89% | Sep 2025 |
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| Commonwealth Equity Services | 288k | $5.5M | -6% | Sep 2025 |
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| PSI Advisors | 286k | $5.5M | 100% | Sep 2025 |
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| Principal Financial Group | 271k | $5.2M | -4% | Sep 2025 |
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| L2 Asset Management | 261k | $5.0M | 100% | Sep 2025 |
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| Kestra Advisory Services | 255k | $4.9M | 8% | Sep 2025 |
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| Wright Fund Managment | 246k | $4.7M | 100% | Sep 2025 |
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| Baird Financial | 246k | $4.7M | -16% | Sep 2025 |
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| Colony | 245k | $4.7M | 1% | Sep 2025 |
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| GSB Wealth Management | 241k | $4.6M | 7% | Sep 2025 |
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| AXS Investments | 193k | $3.7M | -15% | Sep 2025 |
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| Private Advisor | 187k | $3.6M | 3% | Sep 2025 |
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| Creative Planning | 141k | $2.7M | 2% | Sep 2025 |
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| Meadow Creek Wealth Advisors | 137k | $2.6M | 5% | Sep 2025 |
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| MainStreet Investment Advisors | 137k | $2.6M | 4% | Sep 2025 |
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| J.w. Cole Advisors | 136k | $2.6M | 0% | Sep 2025 |
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| Massmutual Trust | 133k | $2.5M | 3% | Sep 2025 |
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| Legacy Bridge | 129k | $2.5M | -1% | Sep 2025 |
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| Rockefeller Capital Management | 119k | $2.3M | 1% | Sep 2025 |
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| Fiduciary Alliance | 118k | $2.3M | 15% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 105k | $2.0M | 10% | Sep 2025 |
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| Insigneo Advisory Services | 103k | $2.0M | 190% | Sep 2025 |
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| Willis Johnson & Associates | 101k | $1.9M | -1% | Sep 2025 |
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| Investment Partners | 100k | $1.9M | 0% | Sep 2025 |
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| Brian McDonald | 95k | $1.8M | 7% | Sep 2025 |
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| Ibex Wealth Advisors | 94k | $1.8M | -1% | Sep 2025 |
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| Dearborn Partners | 90k | $1.7M | 7% | Sep 2025 |
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| Stifel Financial | 86k | $1.7M | 1% | Sep 2025 |
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| Advisor Group Holdings | 85k | $1.6M | 8% | Sep 2025 |
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| Gilliland Jeter Wealth Management | 79k | $1.5M | 0% | Sep 2025 |
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| Lifeworks Advisors | 72k | $1.4M | -2% | Sep 2025 |
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| HPM Partners | 67k | $1.3M | -14% | Sep 2025 |
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| Branch Banking & Trust Company | 66k | $1.3M | 18% | Sep 2025 |
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| Signature Securities Group Corporation | 66k | $1.3M | -16% | Sep 2025 |
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| FourThought Financial Partners | 64k | $1.2M | 14% | Sep 2025 |
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| First Citizens Financial Corp | 59k | $1.1M | 17% | Sep 2025 |
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| Smartleaf Asset Management | 59k | $1.1M | -2% | Sep 2025 |
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| Capital Investment Advisory Services | 58k | $1.1M | 4% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 56k | $1.1M | 27% | Sep 2025 |
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| Flynn Zito Capital Management | 54k | $1.0M | -54% | Sep 2025 |
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| Mml Investors Services | 51k | $981k | 33% | Sep 2025 |
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| Bank of New York Mellon | 48k | $922k | 27% | Sep 2025 |
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| Essex Financial Services | 47k | $907k | 0% | Sep 2025 |
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| LexAurum Advisors | 45k | $851k | 29% | Sep 2025 |
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| Wealthcare Advisory Partners | 45k | $851k | 0% | Sep 2025 |
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| Mirae Asset Global Investments | 44k | $839k | -57% | Sep 2025 |
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| Capital & Planning | 39k | $738k | 1% | Sep 2025 |
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| Mechanics Financial Corp | 37k | $706k | 1% | Sep 2025 |
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| Schnieders Capital Management | 37k | $702k | 100% | Sep 2025 |
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| Schnieders Capital Management | 37k | $695k | 0% | Jun 2025 |
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| Warren Averett Asset Management | 33k | $631k | -4% | Sep 2025 |
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| Activest Wealth Management | 32k | $618k | -18% | Sep 2025 |
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| Argent Trust | 31k | $587k | -4% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 31k | $586k | -15% | Sep 2025 |
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| LLBH Private Wealth Management | 31k | $584k | 19% | Sep 2025 |
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| BTG Pactual Asset Management US | 30k | $572k | 8% | Sep 2025 |
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| Umb Bank N A | 29k | $554k | -46% | Sep 2025 |
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| Pinnacle Financial Partners | 28k | $526k | -9% | Sep 2025 |
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| Citadel Advisors | 26k | $505k | 100% | Sep 2025 |
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| Heritage Wealth Management | 26k | $495k | 2% | Sep 2025 |
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| Everett Harris & Co | 24k | $450k | 0% | Sep 2025 |
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| MBL Wealth | 23k | $440k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 23k | $434k | 4% | Sep 2025 |
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| Resurgent Financial Advisors | 22k | $419k | 113% | Sep 2025 |
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| Stephens | 21k | $396k | 1% | Sep 2025 |
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| FSC Wealth Advisors | 21k | $392k | 16% | Sep 2025 |
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| Whipplewood Advisors | 20k | $379k | 1% | Sep 2025 |
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| Platform Technology Partners | 19k | $364k | 0% | Sep 2025 |
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| XML Financial | 19k | $363k | 1% | Sep 2025 |
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| Whitney & Company | 17k | $316k | 0% | Sep 2025 |
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| Jacobi Capital Management | 16k | $305k | -5% | Sep 2025 |
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| Advisory Services Network | 16k | $301k | 100% | Sep 2025 |
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| Ehrlich Financial Group | 15k | $290k | -9% | Sep 2025 |
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| Adapt Wealth Advisors | 15k | $285k | 100% | Sep 2025 |
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| VestGen Advisors | 15k | $281k | 0% | Sep 2025 |
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| Axxcess Wealth Management | 14k | $261k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 13k | $246k | 100% | Sep 2025 |
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| South Plains Financial | 12k | $226k | 0% | Sep 2025 |
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| Main Street Financial Solutions | 12k | $221k | 1% | Sep 2025 |
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| Griffith & Werner | 11k | $218k | 3% | Sep 2025 |
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| Private Trust Co Na | 11k | $208k | 78% | Sep 2025 |
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| Emerald Investment Partners | 11k | $207k | 0% | Sep 2025 |
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| CWM | 11k | $207k | 3% | Sep 2025 |
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| Davenport & Co | 11k | $205k | -9% | Sep 2025 |
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| Fidelis Capital Partners | 10k | $194k | 0% | Sep 2025 |
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| Bank of Jackson Hole Trust | 9.7k | $186k | -4% | Sep 2025 |
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| Provenance Wealth Advisors | 8.2k | $157k | 0% | Sep 2025 |
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| Pinnacle Bank | 6.1k | $117k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 5.0k | $96k | 0% | Sep 2025 |
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| IFP Advisors | 2.6k | $49k | -87% | Sep 2025 |
|
| Assetmark | 2.4k | $46k | 0% | Sep 2025 |
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| Us Bancorp | 1.6k | $31k | 0% | Sep 2025 |
|
| Atlantic Trust | 1.5k | $29k | 0% | Sep 2025 |
|
| Steward Partners Investment Advisory | 1.3k | $26k | -48% | Sep 2025 |
|
| Farther Finance Advisors | 732.00 | $14k | -20% | Sep 2025 |
|
| Fifth Third Bancorp | 502.00 | $9.6k | 100% | Sep 2025 |
|
| Rosenberg Matthew Hamilton | 495.00 | $9.5k | 0% | Sep 2025 |
|
| Cape Investment Advisory | 453.00 | $8.6k | -15% | Jun 2025 |
|
| Quest 10 Wealth Builders | 373.00 | $7.1k | -13% | Sep 2025 |
|
| Huntington National Bank | 341.00 | $6.5k | -88% | Sep 2025 |
|
| AE Wealth Management | 293.00 | $5.6k | 100% | Sep 2025 |
|
| AdvisorNet Financial | 287.00 | $5.5k | 1% | Sep 2025 |
|
| Abich Financial Wealth Management | 204.00 | $3.9k | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 98.00 | $1.9k | -96% | Sep 2025 |
|
| FMR | 42.00 | $80.001600 | 2% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 20.00 | $383.000000 | 100% | Sep 2025 |
|
Who sold out of Principal Exchange Traded Fd spectrum p?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| KWB Wealth | Jun 2025 | 209k | $3.9M |
| Susquehanna International | Jun 2025 | 32k | $601k |
| Financial Advocates Investment Management | Jun 2025 | 20k | $379k |
| Cascade Financial Partners | Jun 2025 | 17k | $330k |
| CLS Investments | Jun 2025 | 17k | $315k |
| Grant Private Wealth Management | Jun 2025 | 11k | $212k |
| Hantz Financial Services | Jun 2025 | 800.00 | $15k |
| SCBT Financial Corporation | Jun 2025 | 740.00 | $14k |
| Ameritas Advisory Services | Jun 2025 | 200.00 | $3.8k |