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 | 12M | $221M | 100% | Mar 2026 |
|
| UBS Group | 7.7M | $146M | 8% | Mar 2026 |
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| Morgan Stanley | 7.4M | $222M | 8% | Mar 2026 |
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| Wells Fargo & Company | 3.8M | $71M | -5% | Mar 2026 |
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| LPL Financial | 3.1M | $58M | 2% | Mar 2026 |
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| Royal Bank of Canada | 3.1M | $58M | 0% | Mar 2026 |
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| IFC Advisors | 2.7M | $51M | 2% | Mar 2026 |
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| Ameriprise Financial | 2.2M | $41M | 24% | Mar 2026 |
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| Raymond James Financial | 1.9M | $36M | 12% | Dec 2025 |
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| Principal Securities | 1.2M | $23M | 31% | Mar 2026 |
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| Envestnet Asset Management | 1.1M | $20M | 33% | Mar 2026 |
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| Permanens Capital | 847k | $16M | -51% | Mar 2026 |
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| Bensler | 832k | $16M | 18% | Mar 2026 |
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| Benjamin Edwards | 663k | $13M | -4% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 649k | $12M | 5% | Mar 2026 |
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| Mariner Wealth Advisors | 531k | $10M | -4% | Mar 2026 |
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| Berger Financial Group | 404k | $7.6M | -11% | Mar 2026 |
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| Rogco | 398k | $7.5M | 3% | Mar 2026 |
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| Goss Wealth Management | 369k | $6.9M | 6% | Mar 2026 |
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| Jane Street | 321k | $6.0M | 713% | Mar 2026 |
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| L2 Asset Management | 316k | $6.0M | 21% | Dec 2025 |
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| Principal Financial Group | 313k | $5.9M | 18% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 309k | $5.8M | 35372% | Mar 2026 |
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| PSI Advisors | 291k | $18M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 276k | $5.2M | 3% | Mar 2026 |
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| Colony | 260k | $5.0M | 6% | Dec 2025 |
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| Spartan Wealth Advisory Services | 255k | $4.8M | 100% | Mar 2026 |
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| Baird Financial | 249k | $4.7M | 1% | Dec 2025 |
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| GSB Wealth Management | 202k | $3.8M | -3% | Mar 2026 |
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| Rockefeller Capital Management | 195k | $3.7M | 20% | Mar 2026 |
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| Wright Fund Managment | 192k | $3.6M | 0% | Mar 2026 |
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| Private Advisor | 171k | $3.2M | -16% | Mar 2026 |
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| Miller Global Investments | 152k | $2.9M | -4% | Mar 2026 |
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| Meadow Creek Wealth Advisors | 149k | $2.8M | 7% | Mar 2026 |
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| Fiduciary Alliance | 148k | $2.8M | 11% | Mar 2026 |
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| Creative Planning | 145k | $2.7M | 1% | Mar 2026 |
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| Massmutual Trust | 140k | $2.6M | 4% | Mar 2026 |
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| MainStreet Investment Advisors | 140k | $2.6M | 3% | Mar 2026 |
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| Focused Alpha | 139k | $2.6M | 0% | Mar 2026 |
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| Sanctuary Advisors | 138k | $2.6M | 26% | Mar 2026 |
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| Insigneo Advisory Services | 134k | $2.5M | 0% | Mar 2026 |
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| Legacy Bridge | 126k | $2.4M | -3% | Dec 2025 |
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| Brian McDonald | 109k | $2.1M | 14% | Dec 2025 |
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| Fifth Third Bancorp | 106k | $2.0M | 20935% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 104k | $2.0M | -1% | Dec 2025 |
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| Kestra Advisory Services | 100k | $1.9M | 24% | Mar 2026 |
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| Investment Partners | 100k | $1.9M | 0% | Mar 2026 |
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| Stifel Financial | 91k | $1.7M | 8% | Mar 2026 |
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| Advisor Group Holdings | 90k | $1.7M | 6% | Dec 2025 |
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| Bank of New York Mellon | 86k | $1.6M | -1% | Mar 2026 |
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| Dearborn Partners | 85k | $1.6M | -3% | Mar 2026 |
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| Ibex Wealth Advisors | 82k | $1.5M | 0% | Mar 2026 |
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| Gilliland Jeter Wealth Management | 81k | $1.5M | 3% | Mar 2026 |
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| Willis Johnson & Associates | 77k | $1.4M | -23% | Mar 2026 |
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| Capital Investment Advisory Services | 77k | $1.4M | 16% | Mar 2026 |
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| Henderson Brothers Financial Partners | 76k | $1.4M | 100% | Mar 2026 |
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| AXS Investments | 73k | $1.4M | -41% | Mar 2026 |
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| FourThought Financial Partners | 70k | $1.3M | 3% | Mar 2026 |
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| HPM Partners | 64k | $1.2M | -2% | Mar 2026 |
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| Branch Banking & Trust Company | 63k | $1.2M | -4% | Mar 2026 |
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| First Citizens Financial Corp | 59k | $1.1M | -3% | Mar 2026 |
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| Mengis Capital Management | 58k | $1.1M | 36% | Mar 2026 |
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| Mml Investors Services | 55k | $1.0M | -7% | Mar 2026 |
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| Signature Securities Group Corporation | 53k | $1.0M | 1% | Mar 2026 |
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| LexAurum Advisors | 50k | $944k | 13% | Mar 2026 |
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| Essex Financial Services | 47k | $892k | 0% | Mar 2026 |
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| Independent Advisor Alliance | 45k | $848k | 100% | Mar 2026 |
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| Mechanics Financial Corp | 42k | $798k | 20% | Mar 2026 |
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| Pinnacle Financial Partners | 40k | $770k | 100% | Dec 2025 |
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| Capital & Planning | 40k | $746k | 100% | Mar 2026 |
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| BTG Pactual Asset Management US | 39k | $731k | 23% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 38k | $721k | -1% | Mar 2026 |
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| Schnieders Capital Management | 37k | $690k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 36k | $668k | -25% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 32k | $611k | -35% | Mar 2026 |
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| Umb Bank N A | 31k | $577k | 15% | Mar 2026 |
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| LLBH Private Wealth Management | 31k | $582k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 30k | $570k | -9% | Dec 2025 |
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| Argent Trust | 29k | $546k | -4% | Mar 2026 |
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| Heritage Wealth Management | 29k | $541k | -9% | Mar 2026 |
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| Activest Wealth Management | 27k | $507k | -17% | Mar 2026 |
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| Diversified Trust Company | 25k | $477k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 25k | $476k | 10% | Mar 2026 |
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| Resurgent Financial Advisors | 24k | $460k | 1% | Mar 2026 |
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| Stephens | 22k | $407k | 11% | Mar 2026 |
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| Hrt Financial | 21k | $400k | 100% | Mar 2026 |
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| Mercer Global Advisors | 21k | $385k | 98% | Mar 2026 |
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| Whipplewood Advisors | 20k | $382k | 1% | Mar 2026 |
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| XML Financial | 19k | $360k | -1% | Mar 2026 |
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| Platform Technology Partners | 19k | $358k | 0% | Mar 2026 |
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| Advisory Services Network | 19k | $360k | 20% | Dec 2025 |
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| Flynn Zito Capital Management | 17k | $314k | -69% | Mar 2026 |
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| MBL Wealth | 17k | $311k | -27% | Mar 2026 |
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| Whitney & Company | 17k | $311k | 0% | Mar 2026 |
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| VestGen Advisors | 15k | $285k | 0% | Mar 2026 |
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| Axxcess Wealth Management | 14k | $258k | 1% | Mar 2026 |
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| Jacobi Capital Management | 13k | $241k | -1% | Mar 2026 |
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| South Plains Financial | 12k | $234k | 0% | Mar 2026 |
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| Bank of Jackson Hole Trust | 12k | $223k | 0% | Mar 2026 |
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| Main Street Financial Solutions | 12k | $224k | 2% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11k | $211k | -11% | Mar 2026 |
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| Emerald Investment Partners | 11k | $205k | 0% | Mar 2026 |
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| CWM | 11k | $207k | 0% | Dec 2025 |
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| Mirae Asset Global Investments | 10k | $195k | -77% | Mar 2026 |
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| Fidelis Capital Partners | 10k | $190k | 0% | Mar 2026 |
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| Pinnacle Bank | 7.9k | $149k | 0% | Mar 2026 |
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| Harbor Investment Advisory | 5.0k | $94k | 0% | Mar 2026 |
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| Private Trust Co Na | 4.8k | $90k | -18% | Mar 2026 |
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| Roxbury Financial | 4.0k | $76k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.5k | $67k | 16% | Mar 2026 |
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| IFP Advisors | 2.9k | $55k | 15% | Mar 2026 |
|
| Assetmark | 2.4k | $45k | 0% | Mar 2026 |
|
| IFG Advisory | 2.3k | $43k | 100% | Mar 2026 |
|
| Rothschild Investment | 2.1k | $40k | 36% | Mar 2026 |
|
| Evelyn Partners Asset Management | 1.5k | $29k | 100% | Dec 2025 |
|
| Cape Investment Advisory | 1.0k | $20k | 100% | Dec 2025 |
|
| Jones Financial Companies, L.L | 933.00 | $18k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 751.00 | $14k | 1% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 500.00 | $9.4k | 100% | Mar 2026 |
|
| Rosenberg Matthew Hamilton | 495.00 | $9.3k | 0% | Mar 2026 |
|
| International Assets Investment Management | 446.00 | $8.4k | 0% | Mar 2026 |
|
| AE Wealth Management | 412.00 | $7.8k | 100% | Mar 2026 |
|
| Quest 10 Wealth Builders | 373.00 | $7.0k | 0% | Mar 2026 |
|
| Huntington National Bank | 341.00 | $6.5k | 0% | Dec 2025 |
|
| AdvisorNet Financial | 295.00 | $5.5k | 1% | Mar 2026 |
|
| Pnc Financial Services | 229.00 | $4.3k | 100% | Mar 2026 |
|
| Abound Wealth Management | 158.00 | $3.0k | 100% | Mar 2026 |
|
| Keating Financial Advisory Services | 121.00 | $2.3k | 100% | Mar 2026 |
|
| FMR | 43.00 | $82.001000 | 2% | Dec 2025 |
|
Who sold out of Principal Exchange Traded Fd spectrum p?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.2M | $23M |
| Tyche Wealth Partners | Dec 2025 | 384k | $7.3M |
| J.w. Cole Advisors | Dec 2025 | 117k | $2.2M |
| Lifeworks Advisors | Dec 2025 | 71k | $1.3M |
| Prospera Financial Services | Dec 2025 | 33k | $631k |
| Cordatus Wealth Management | Dec 2025 | 23k | $444k |
| Citadel Advisors | Dec 2025 | 20k | $379k |
| Everett Harris & Co | Dec 2025 | 13k | $248k |
| Cetera Investment Advisers | Dec 2025 | 10k | $199k |
| Flagship Harbor Advisors | Dec 2025 | 1.9k | $36k |
| Us Bancorp | Sep 2025 | 1.6k | $31k |
| Atlantic Trust | Sep 2025 | 1.5k | $29k |
| CX Institutional | Dec 2025 | 772.00 | $15k |
| AlphaCore Capital | Dec 2025 | 350.00 | $6.7k |
| Jpmorgan Chase & Co | Sep 2025 | 98.00 | $1.9k |