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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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 | 8.0M | $151M | 9% | Sep 2024 |
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Wells Fargo & Company | 5.0M | $94M | -1% | Sep 2024 |
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Morgan Stanley | 4.6M | $129M | 8% | Jun 2024 |
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Royal Bank of Canada | 1.7M | $33M | -3% | Sep 2024 |
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LPL Financial | 1.7M | $31M | 17% | Sep 2024 |
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Wealth Enhancement Advisory Services | 1.3M | $24M | 9% | Jun 2024 |
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Raymond James & Associates | 1.1M | $20M | 10% | Sep 2024 |
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Benjamin Edwards | 744k | $14M | 788% | Sep 2024 |
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Benjamin F. Edwards & Company | 636k | $12M | 0% | Jun 2024 |
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Tyche Wealth Partners | 604k | $11M | 3% | Sep 2024 |
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Cornerstone Advisors Asset Management | 420k | $7.9M | 26% | Sep 2024 |
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Raymond James Financial Services Advisors | 412k | $7.7M | 4% | Sep 2024 |
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Rogco | 352k | $6.6M | 20% | Sep 2024 |
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Pallas Capital Advisors | 343k | $6.4M | -76% | Sep 2024 |
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Mariner Wealth Advisors | 335k | $6.3M | 48% | Sep 2024 |
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Berger Financial Group | 326k | $6.1M | 19% | Sep 2024 |
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Commonwealth Equity Services | 308k | $5.8M | -3% | Sep 2024 |
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Flynn Zito Capital Management | 302k | $5.7M | 3% | Sep 2024 |
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Envestnet Asset Management | 256k | $4.8M | -50% | Sep 2024 |
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Principal Securities | 219k | $4.1M | -51% | Sep 2024 |
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PSI Advisors | 215k | $4.0M | 4% | Sep 2024 |
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Branch Banking & Trust Company | 177k | $3.2M | -41% | Jun 2024 |
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Stifel Financial | 138k | $2.5M | 17% | Jun 2024 |
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Investment Partners | 137k | $2.6M | 4% | Sep 2024 |
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Legacy Bridge | 132k | $2.5M | 100% | Sep 2024 |
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Willis Johnson & Associates | 124k | $2.3M | -5% | Sep 2024 |
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J.w. Cole Advisors | 122k | $2.3M | 9% | Sep 2024 |
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Massmutual Trust | 113k | $2.1M | 10% | Sep 2024 |
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Principal Financial Group | 112k | $2.1M | 14% | Sep 2024 |
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MainStreet Investment Advisors | 109k | $2.0M | 3% | Sep 2024 |
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Dearborn Partners | 108k | $2.0M | 2% | Sep 2024 |
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HPM Partners | 104k | $2.0M | -3% | Sep 2024 |
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Private Advisor | 102k | $1.9M | 38% | Sep 2024 |
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Goss Wealth Management | 95k | $1.7M | 4% | Jun 2024 |
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Rockefeller Capital Management | 91k | $1.7M | 1% | Jun 2024 |
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Meadow Creek Wealth Advisors | 83k | $1.6M | 0% | Sep 2024 |
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Gilliland Jeter Wealth Management | 81k | $1.5M | 0% | Sep 2024 |
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Delta Investment Management | 76k | $1.4M | 28% | Sep 2024 |
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Fiduciary Alliance | 75k | $1.4M | 100% | Sep 2024 |
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Signature Securities Group Corporation | 69k | $1.3M | 31% | Sep 2024 |
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Sanctuary Advisors | 63k | $1.2M | 110% | Sep 2024 |
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Umb Bank N A | 62k | $1.2M | 0% | Sep 2024 |
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Orion Portfolio Solutions | 61k | $1.2M | -64% | Sep 2024 |
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Raymond James Trust | 60k | $1.1M | 0% | Sep 2024 |
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Jane Street | 60k | $1.1M | -51% | Sep 2024 |
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Advisor Group Holdings | 59k | $1.1M | 156% | Sep 2024 |
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Brian McDonald | 56k | $1.0M | -23% | Sep 2024 |
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Activest Wealth Management | 55k | $1.0M | 0% | Sep 2024 |
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Argent Trust | 51k | $968k | -1% | Sep 2024 |
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First Citizens Financial Corp | 51k | $966k | 0% | Sep 2024 |
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FourThought Financial Partners | 48k | $906k | 14% | Sep 2024 |
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Sage Rhino Capital | 46k | $867k | -1% | Sep 2024 |
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Smartleaf Asset Management | 45k | $851k | 27% | Sep 2024 |
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Global Retirement Partners | 43k | $811k | 3% | Sep 2024 |
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Capital Investment Advisory Services | 42k | $783k | 56% | Sep 2024 |
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Jpmorgan Chase & Co | 41k | $769k | 1395% | Sep 2024 |
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Laidlaw Wealth Management | 39k | $736k | 5% | Sep 2024 |
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Bank of New York Mellon | 37k | $693k | 6% | Sep 2024 |
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Schnieders Capital Management | 37k | $689k | 100% | Sep 2024 |
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Kestra Advisory Services | 37k | $687k | 16% | Sep 2024 |
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Pinnacle Financial Partners | 36k | $685k | 4% | Sep 2024 |
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Wealthcare Advisory Partners | 35k | $651k | 144% | Sep 2024 |
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Farther Finance Advisors | 28k | $525k | 48% | Sep 2024 |
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Mechanics Financial Corp | 28k | $517k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 21k | $392k | -4% | Sep 2024 |
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Jacobi Capital Management | 21k | $377k | 1% | Jun 2024 |
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XML Financial | 20k | $383k | 1% | Sep 2024 |
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LexAurum Advisors | 17k | $322k | 42% | Sep 2024 |
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Greytown Advisors | 17k | $305k | 12% | Jun 2024 |
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Whitney & Company | 14k | $263k | 0% | Sep 2024 |
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Ehrlich Financial Group | 14k | $257k | 100% | Sep 2024 |
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Alpha Financial Partners | 14k | $257k | 100% | Sep 2024 |
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Belpointe Asset Management | 11k | $202k | -59% | Jun 2024 |
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Wiley Bros.-aintree Capital | 11k | $195k | 100% | Jun 2024 |
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Emerald Investment Partners | 10k | $193k | 0% | Sep 2024 |
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CWM | 10k | $191k | 4% | Sep 2024 |
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Goldman Sachs Group | 10k | $185k | 100% | Jun 2024 |
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Fidelis Capital Partners | 10k | $187k | 0% | Sep 2024 |
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Community Bank | 8.0k | $146k | 0% | Jun 2024 |
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Private Trust Co Na | 7.5k | $137k | 0% | Jun 2024 |
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Harbor Investment Advisory | 5.0k | $94k | 0% | Sep 2024 |
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Pinnacle Bank | 4.1k | $78k | 46% | Sep 2024 |
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Atlantic Trust | 2.7k | $50k | 78% | Sep 2024 |
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Huntington National Bank | 2.4k | $45k | 0% | Sep 2024 |
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Us Bancorp | 1.6k | $30k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.0k | $19k | 0% | Sep 2024 |
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Rosenberg Matthew Hamilton | 495.00 | $9.3k | 100% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 181.00 | $3.4k | 1545% | Sep 2024 |
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Steward Partners Investment Advisory | 100.00 | $1.8k | 0% | Jun 2024 |
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Who sold out of Principal Exchange Traded Fd spectrum p?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cornerstone Wealth Group | Jun 2024 | 703k | $13M |
Pitcairn Company | Mar 2024 | 32k | $588k |
Coastal Investment Advisors | Jun 2024 | 12k | $212k |
Nottingham Advisors | Jun 2024 | 10k | $189k |
Triad Wealth Partners | Jun 2024 | 4.8k | $87k |
Private Ocean | Mar 2024 | 2.5k | $45k |
IAG Wealth Partners | Jun 2024 | 1.2k | $23k |
Penserra Capital Management | Jun 2024 | 435.00 | $8.0k |