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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 8.9M | $166M | 11% | Dec 2024 |
|
| UBS Group | 6.7M | $124M | 2% | Dec 2024 |
|
| Morgan Stanley | 6.1M | $113M | 15% | Dec 2024 |
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| Wells Fargo & Company | 3.0M | $57M | -39% | Dec 2024 |
|
| Royal Bank of Canada | 2.9M | $55M | 68% | Dec 2024 |
|
| IFC Advisors | 2.4M | $44M | 100% | Dec 2024 |
|
| LPL Financial | 1.8M | $33M | 8% | Dec 2024 |
|
| Raymond James Financial | 1.8M | $33M | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 1.2M | $23M | 5% | Mar 2025 |
|
| Benjamin Edwards | 767k | $14M | 3% | Dec 2024 |
|
| Tyche Wealth Partners | 595k | $11M | -1% | Dec 2024 |
|
| Bensler | 521k | $9.7M | 19% | Mar 2025 |
|
| Cornerstone Advisors Asset Management | 448k | $8.3M | 7% | Dec 2024 |
|
| Berger Financial Group | 357k | $6.6M | 10% | Dec 2024 |
|
| Mariner Wealth Advisors | 356k | $6.6M | 6% | Dec 2024 |
|
| Rogco | 352k | $6.5M | 0% | Dec 2024 |
|
| Private Advisor | 348k | $6.5M | 240% | Dec 2024 |
|
| Commonwealth Equity Services | 303k | $5.6M | -2% | Dec 2024 |
|
| Baird Financial | 301k | $5.6M | -1% | Dec 2024 |
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| Flynn Zito Capital Management | 295k | $5.5M | -3% | Dec 2024 |
|
| Principal Securities | 219k | $4.1M | 0% | Dec 2024 |
|
| Envestnet Asset Management | 219k | $4.1M | -15% | Dec 2024 |
|
| PSI Advisors | 217k | $4.0M | 1% | Dec 2024 |
|
| Principal Financial Group | 196k | $3.6M | 76% | Dec 2024 |
|
| MainStreet Investment Advisors | 143k | $2.7M | 31% | Dec 2024 |
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| Massmutual Trust | 141k | $2.6M | 24% | Dec 2024 |
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| Goss Wealth Management | 139k | $2.6M | 52% | Dec 2024 |
|
| Investment Partners | 137k | $2.6M | 0% | Dec 2024 |
|
| Legacy Bridge | 133k | $2.5M | 0% | Dec 2024 |
|
| J.w. Cole Advisors | 127k | $2.4M | 5% | Dec 2024 |
|
| Willis Johnson & Associates | 116k | $2.2M | -6% | Dec 2024 |
|
| HPM Partners | 109k | $2.0M | 5% | Dec 2024 |
|
| Dearborn Partners | 108k | $2.0M | 0% | Dec 2024 |
|
| Meadow Creek Wealth Advisors | 106k | $2.0M | 28% | Dec 2024 |
|
| Stifel Financial | 98k | $1.8M | -7% | Dec 2024 |
|
| Rockefeller Capital Management | 95k | $1.8M | 2% | Dec 2024 |
|
| Ibex Wealth Advisors | 94k | $1.7M | -7% | Mar 2025 |
|
| Wiley Bros.-aintree Capital | 93k | $1.7M | 99% | Dec 2024 |
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| Mirae Asset Global Investments | 89k | $1.6M | 100% | Dec 2024 |
|
| Fiduciary Alliance | 87k | $1.6M | 1% | Mar 2025 |
|
| Gilliland Jeter Wealth Management | 79k | $1.5M | -2% | Dec 2024 |
|
| Delta Investment Management | 79k | $1.5M | 3% | Dec 2024 |
|
| Signature Securities Group Corporation | 78k | $1.5M | 8% | Mar 2025 |
|
| Brian McDonald | 75k | $1.4M | 36% | Dec 2024 |
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| Orion Portfolio Solutions | 68k | $1.3M | 11% | Dec 2024 |
|
| GSB Wealth Management | 66k | $1.2M | 100% | Dec 2024 |
|
| Sanctuary Advisors | 61k | $1.1M | -3% | Dec 2024 |
|
| Activest Wealth Management | 56k | $1.0M | 1% | Dec 2024 |
|
| Smartleaf Asset Management | 55k | $1.0M | 22% | Dec 2024 |
|
| Kestra Advisory Services | 55k | $1.0M | 50% | Dec 2024 |
|
| Umb Bank N A | 54k | $1.0M | 0% | Mar 2025 |
|
| First Citizens Financial Corp | 53k | $988k | 0% | Mar 2025 |
|
| Branch Banking & Trust Company | 51k | $956k | -55% | Dec 2024 |
|
| Advisor Group Holdings | 51k | $955k | -14% | Dec 2024 |
|
| FourThought Financial Partners | 49k | $906k | 1% | Dec 2024 |
|
| Jane Street | 48k | $898k | -19% | Dec 2024 |
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| Wealthcare Advisory Partners | 43k | $812k | 21% | Mar 2025 |
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| Argent Trust | 40k | $750k | -22% | Dec 2024 |
|
| Laidlaw Wealth Management | 40k | $747k | 3% | Dec 2024 |
|
| Capital & Planning | 40k | $741k | 100% | Dec 2024 |
|
| Bank of New York Mellon | 39k | $729k | 6% | Dec 2024 |
|
| U.S. Capital Wealth Advisors | 39k | $720k | 100% | Dec 2024 |
|
| Pinnacle Financial Partners | 38k | $713k | 5% | Dec 2024 |
|
| Schnieders Capital Management | 37k | $682k | 0% | Dec 2024 |
|
| Capital Investment Advisory Services | 33k | $605k | -22% | Dec 2024 |
|
| LexAurum Advisors | 28k | $528k | 18% | Mar 2025 |
|
| Mechanics Financial Corp | 28k | $525k | 2% | Dec 2024 |
|
| Heritage Wealth Management | 25k | $471k | 100% | Dec 2024 |
|
| Global Retirement Partners | 25k | $469k | -42% | Dec 2024 |
|
| Independent Advisor Alliance | 23k | $434k | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 20k | $372k | -4% | Dec 2024 |
|
| XML Financial | 19k | $359k | -5% | Dec 2024 |
|
| LLBH Private Wealth Management | 19k | $358k | 100% | Dec 2024 |
|
| Jacobi Capital Management | 18k | $326k | -14% | Dec 2024 |
|
| BTG Pactual Asset Management US | 17k | $313k | 0% | Dec 2024 |
|
| Whitney & Company | 17k | $307k | 18% | Dec 2024 |
|
| Jpmorgan Chase & Co | 15k | $284k | -63% | Dec 2024 |
|
| Ehrlich Financial Group | 15k | $275k | -1% | Mar 2025 |
|
| Farther Finance Advisors | 14k | $266k | -44% | Mar 2025 |
|
| South Plains Financial | 12k | $216k | 100% | Dec 2024 |
|
| Griffith & Werner | 11k | $206k | 1% | Mar 2025 |
|
| Belpointe Asset Management | 11k | $203k | 2% | Dec 2024 |
|
| CWM | 10k | $192k | 2% | Dec 2024 |
|
| Emerald Investment Partners | 10k | $191k | 0% | Dec 2024 |
|
| Fidelis Capital Partners | 10k | $189k | 1% | Dec 2024 |
|
| Bank of Jackson Hole Trust | 10k | $188k | 100% | Dec 2024 |
|
| IFP Advisors | 9.5k | $177k | 497% | Dec 2024 |
|
| Stonebridge Financial Group | 8.3k | $154k | 100% | Dec 2024 |
|
| Compass Financial Services | 6.3k | $118k | 100% | Dec 2024 |
|
| Harbor Investment Advisory | 5.0k | $94k | 0% | Mar 2025 |
|
| Private Trust Co Na | 4.2k | $78k | -44% | Dec 2024 |
|
| Pinnacle Bank | 4.1k | $77k | 0% | Dec 2024 |
|
| Atlantic Trust | 2.7k | $50k | 0% | Dec 2024 |
|
| Huntington National Bank | 2.4k | $45k | 0% | Dec 2024 |
|
| Us Bancorp | 1.6k | $30k | 0% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.0k | $19k | 0% | Dec 2024 |
|
| Geneos Wealth Management | 794.00 | $15k | 0% | Dec 2024 |
|
| Whipplewood Advisors | 700.00 | $407k | 100% | Mar 2025 |
|
| Cape Investment Advisory | 623.00 | $12k | 100% | Dec 2024 |
|
| Rosenberg Matthew Hamilton | 495.00 | $9.2k | 0% | Dec 2024 |
|
| Bnp Paribas Arbitrage, Snc | 224.00 | $4.2k | 24% | Dec 2024 |
|
| Laurel Wealth Advisors | 185.00 | $3.5k | 0% | Mar 2025 |
|
Who sold out of Principal Exchange Traded Fd spectrum p?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Pallas Capital Advisors | Dec 2024 | 62k | $1.1M |
| Sage Rhino Capital | Sep 2024 | 46k | $867k |
| Alpha Financial Partners | Sep 2024 | 14k | $257k |
| Financial Counselors | Sep 2024 | 12k | $223k |