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 | 100% | 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 | $35M | -2% | Mar 2026 |
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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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| Bensler | 927k | $18M | 11% | Jun 2026 |
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| L2 Asset Management | 850k | $16M | 169% | Mar 2026 |
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| Permanens Capital | 847k | $16M | -51% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 649k | $12M | 5% | Mar 2026 |
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| Benjamin Edwards | 615k | $12M | -7% | Jun 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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| Capital Investment Advisory Services | 398k | $7.6M | 419% | Jun 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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| 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 | 284k | $5.3M | -3% | Mar 2026 |
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| Colony | 260k | $4.9M | 0% | Mar 2026 |
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| Spartan Wealth Advisory Services | 255k | $4.8M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 253k | $4.8M | -8% | Jun 2026 |
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| Baird Financial | 241k | $4.5M | -3% | Mar 2026 |
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| GSB Wealth Management | 206k | $3.9M | 2% | Jun 2026 |
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| Rockefeller Capital Management | 195k | $3.7M | 20% | Mar 2026 |
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| Wright Fund Managment | 192k | $3.7M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 176k | $3.3M | 69% | Mar 2026 |
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| Private Advisor | 171k | $3.2M | -16% | 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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| 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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| Massmutual Trust | 135k | $2.6M | -4% | Jun 2026 |
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| Insigneo Advisory Services | 134k | $2.5M | 0% | Mar 2026 |
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| Advisor Group Holdings | 130k | $2.4M | 43% | Mar 2026 |
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| Legacy Bridge | 124k | $2.3M | -2% | Mar 2026 |
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| Fifth Third Bancorp | 106k | $2.0M | 20935% | Mar 2026 |
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| Kestra Advisory Services | 105k | $2.0M | 5% | Jun 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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| 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 | $1.6M | 0% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 81k | $1.5M | 0% | Jun 2026 |
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| Willis Johnson & Associates | 77k | $1.4M | -23% | 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 | 1% | Jun 2026 |
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| Mengis Capital Management | 63k | $1.2M | 9% | Jun 2026 |
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| First Citizens Financial Corp | 58k | $1.1M | -1% | Jun 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 | 100% | Mar 2026 |
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| Valor Advisors | 49k | $937k | 0% | Mar 2026 |
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| Essex Financial Services | 47k | $892k | 0% | Mar 2026 |
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| Susquehanna International | 47k | $875k | 100% | 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 | 41k | $773k | 2% | Mar 2026 |
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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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| Smartleaf Asset Management | 36k | $668k | -25% | Mar 2026 |
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| LLBH Private Wealth Management | 34k | $643k | 12% | Mar 2026 |
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| Heritage Wealth Management | 33k | $634k | 16% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 32k | $611k | -35% | Mar 2026 |
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| Activest Wealth Management | 32k | $615k | 20% | Jun 2026 |
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| Umb Bank N A | 31k | $577k | 15% | Mar 2026 |
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| Argent Trust | 29k | $546k | -4% | 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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| Schnieders Capital Management | 23k | $442k | -37% | Jun 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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| Diversified Trust Company | 20k | $381k | -21% | Jun 2026 |
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| XML Financial | 19k | $370k | 1% | Jun 2026 |
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| Platform Technology Partners | 19k | $362k | 0% | Jun 2026 |
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| Stephens | 18k | $344k | -16% | Jun 2026 |
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| Flynn Zito Capital Management | 17k | $315k | -1% | Jun 2026 |
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| Whitney & Company | 17k | $315k | 0% | Jun 2026 |
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| MBL Wealth | 17k | $311k | -27% | Mar 2026 |
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| Advisory Services Network | 16k | $293k | -18% | Mar 2026 |
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| VestGen Advisors | 15k | $285k | 0% | Mar 2026 |
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| Main Street Financial Solutions | 14k | $269k | 22% | Mar 2026 |
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| Colter Lewis Investment Partners | 14k | $265k | 100% | Mar 2026 |
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| Axxcess Wealth Management | 14k | $262k | 0% | Jun 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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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11k | $211k | -11% | Mar 2026 |
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| CWM | 11k | $206k | 1% | Mar 2026 |
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| Emerald Investment Partners | 11k | $205k | 0% | Mar 2026 |
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| Tortuga Wealth Management | 11k | $204k | 100% | Mar 2026 |
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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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| Whipplewood Advisors | 8.4k | $161k | -58% | Jun 2026 |
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| Pinnacle Bank | 7.9k | $151k | 0% | Jun 2026 |
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| Private Trust Co Na | 7.3k | $138k | 52% | Jun 2026 |
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| Harbor Investment Advisory | 5.0k | $95k | 0% | Jun 2026 |
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| Roxbury Financial | 4.0k | $77k | -1% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.5k | $67k | 16% | Mar 2026 |
|
| IFP Advisors | 2.9k | $55k | 15% | Mar 2026 |
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| Assetmark | 2.4k | $45k | 0% | Mar 2026 |
|
| IFG Advisory | 2.3k | $43k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 2.2k | $41k | 188% | Jun 2026 |
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| Rothschild Investment | 2.1k | $40k | 36% | Mar 2026 |
|
| Evelyn Partners Asset Management | 1.5k | $28k | 0% | Mar 2026 |
|
| Huntington National Bank | 1.1k | $20k | 216% | Mar 2026 |
|
| Cape Investment Advisory | 1.0k | $19k | 100% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 500.00 | $9.4k | 100% | Mar 2026 |
|
| Rosenberg Matthew Hamilton | 495.00 | $9.4k | 0% | Jun 2026 |
|
| International Assets Investment Management | 446.00 | $8.4k | 0% | Mar 2026 |
|
| Hanson McClain Advisors | 421.00 | $7.9k | 100% | Mar 2026 |
|
| AE Wealth Management | 412.00 | $7.8k | 100% | Mar 2026 |
|
| AdvisorNet Financial | 299.00 | $5.7k | 1% | Jun 2026 |
|
| Pnc Financial Services | 229.00 | $4.3k | 100% | Mar 2026 |
|
| Keating Financial Advisory Services | 121.00 | $2.3k | 100% | Mar 2026 |
|
| FMR | 44.00 | $83.001600 | 2% | Mar 2026 |
|
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 |
| Miller Global Investments | Mar 2026 | 152k | $2.9M |
| J.w. Cole Advisors | Dec 2025 | 117k | $2.2M |
| Lifeworks Advisors | Dec 2025 | 71k | $1.3M |
| Prospera Financial Services | Dec 2025 | 33k | $631k |
| Warren Averett Asset Management | Dec 2025 | 30k | $570k |
| 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 |
| Jones Financial Companies, L.L | Dec 2025 | 933.00 | $18k |
| Quest 10 Wealth Builders | Mar 2026 | 373.00 | $7.0k |
| AlphaCore Capital | Dec 2025 | 350.00 | $6.7k |
| Abound Wealth Management | Mar 2026 | 158.00 | $3.0k |