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 | 7.0M | $127M | 18% | Mar 2024 |
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| UBS Group | 6.3M | $115M | -8% | Mar 2024 |
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| Wells Fargo & Company | 4.7M | $85M | 5% | Mar 2024 |
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| Morgan Stanley | 4.3M | $115M | 42% | Mar 2024 |
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| Royal Bank of Canada | 1.4M | $26M | 0% | Mar 2024 |
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| Pallas Capital Advisors | 1.4M | $25M | 12% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.2M | $22M | 30% | Mar 2024 |
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| LPL Financial | 981k | $18M | 32% | Mar 2024 |
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| Raymond James & Associates | 913k | $17M | 17% | Mar 2024 |
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| Cornerstone Wealth Group | 695k | $13M | 3% | Mar 2024 |
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| Benjamin F. Edwards & Company | 633k | $12M | 9% | Mar 2024 |
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| Tyche Wealth Partners | 541k | $9.8M | -1% | Mar 2024 |
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| Envestnet Asset Management | 501k | $9.1M | -2% | Mar 2024 |
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| Principal Securities | 376k | $6.8M | 19% | Mar 2024 |
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| Baird Financial | 363k | $6.4M | -51% | Dec 2023 |
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| Commonwealth Equity Services | 327k | $5.9M | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 298k | $5.4M | 112% | Mar 2024 |
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| Rogco | 291k | $5.3M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 288k | $5.2M | -24% | Mar 2024 |
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| Berger Financial Group | 273k | $5.0M | -80% | Mar 2024 |
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| Mariner Wealth Advisors | 214k | $3.9M | 11% | Mar 2024 |
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| MainStreet Investment Advisors | 174k | $3.1M | 0% | Mar 2024 |
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| PSI Advisors | 170k | $3.1M | 15% | Mar 2024 |
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| Orion Portfolio Solutions | 170k | $3.1M | -26% | Mar 2024 |
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| Willis Johnson & Associates | 147k | $2.7M | -3% | Mar 2024 |
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| Meadow Creek Wealth Advisors | 139k | $2.5M | 0% | Mar 2024 |
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| Investment Partners | 131k | $2.4M | 3% | Mar 2024 |
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| HPM Partners | 129k | $2.3M | -22% | Mar 2024 |
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| Nottingham Advisors | 122k | $2.1M | -7% | Dec 2023 |
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| Stifel Financial | 119k | $2.2M | -15% | Mar 2024 |
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| Dearborn Partners | 116k | $2.1M | 13% | Mar 2024 |
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| Flynn Zito Capital Management | 107k | $1.9M | 12% | Mar 2024 |
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| J.w. Cole Advisors | 106k | $1.9M | 39% | Mar 2024 |
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| Massmutual Trust | 103k | $1.9M | -43% | Mar 2024 |
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| Rockefeller Capital Management | 98k | $1.7M | 3% | Dec 2023 |
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| Goss Wealth Management | 91k | $1.7M | -12% | Mar 2024 |
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| Benjamin Edwards | 85k | $1.5M | -2% | Mar 2024 |
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| Principal Financial Group | 83k | $1.5M | 7% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 82k | $1.5M | -4% | Mar 2024 |
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| Private Advisor | 81k | $1.5M | -8% | Mar 2024 |
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| Brian McDonald | 67k | $1.2M | 138% | Mar 2024 |
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| Umb Bank N A | 64k | $1.2M | -11% | Mar 2024 |
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| Delta Investment Management | 60k | $1.1M | -3% | Mar 2024 |
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| Activest Wealth Management | 55k | $999k | -55% | Mar 2024 |
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| Argent Trust | 51k | $928k | 7% | Mar 2024 |
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| First Citizens Financial Corp | 50k | $867k | 30% | Dec 2023 |
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| Sage Rhino Capital | 47k | $853k | 5% | Mar 2024 |
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| FourThought Financial Partners | 43k | $771k | 1% | Mar 2024 |
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| Raymond James Trust | 40k | $720k | 0% | Mar 2024 |
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| Laidlaw Wealth Management | 37k | $662k | 22% | Mar 2024 |
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| Global Retirement Partners | 36k | $653k | 12% | Mar 2024 |
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| Pinnacle Financial Partners | 35k | $634k | -10% | Mar 2024 |
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| Pitcairn Company | 32k | $567k | 0% | Dec 2023 |
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| Signature Securities Group Corporation | 29k | $534k | 36% | Mar 2024 |
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| Belpointe Asset Management | 27k | $492k | 100% | Mar 2024 |
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| Mechanics Financial Corp | 26k | $464k | 5% | Mar 2024 |
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| Bank of New York Mellon | 25k | $462k | 15% | Mar 2024 |
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| Advisor Group Holdings | 23k | $420k | -34% | Mar 2024 |
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| Cambridge Investment Research Advisors | 23k | $419k | 11% | Mar 2024 |
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| Capital Investment Advisory Services | 22k | $406k | 25% | Mar 2024 |
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| Smartleaf Asset Management | 22k | $385k | 19% | Mar 2024 |
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| Kestra Advisory Services | 22k | $376k | 1% | Dec 2023 |
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| Jacobi Capital Management | 20k | $371k | 5% | Mar 2024 |
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| XML Financial | 20k | $361k | 2% | Mar 2024 |
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| Farther Finance Advisors | 16k | $286k | 4087% | Mar 2024 |
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| Coastal Investment Advisors | 15k | $268k | -29% | Mar 2024 |
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| Whitney & Company | 14k | $260k | -2% | Mar 2024 |
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| Concurrent Investment Advisors | 12k | $224k | 0% | Mar 2024 |
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| Emerald Investment Partners | 10k | $186k | 100% | Mar 2024 |
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| Fidelis Capital Partners | 10k | $182k | 0% | Mar 2024 |
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| CWM | 9.7k | $176k | -1% | Mar 2024 |
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| Community Bank | 8.0k | $145k | -93% | Mar 2024 |
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| Private Trust Co Na | 7.5k | $136k | 0% | Mar 2024 |
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| Huntington National Bank | 4.6k | $83k | 100% | Mar 2024 |
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| Pinnacle Bank | 2.8k | $51k | 100% | Mar 2024 |
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| Private Ocean | 2.5k | $45k | 100% | Mar 2024 |
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| Johnson Financial Group | 2.5k | $43k | 100% | Dec 2023 |
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| IAG Wealth Partners | 1.2k | $23k | 0% | Mar 2024 |
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| Pnc Financial Services | 1.1k | $19k | 0% | Mar 2024 |
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| Penserra Capital Management | 427.00 | $7.0k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 100.00 | $1.8k | -100% | Mar 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 |
|---|---|---|---|
| CliftonLarsonAllen Wealth Advisors | Dec 2023 | 73k | $1.3M |
| True Vision MN | Dec 2023 | 27k | $481k |
| Advisor Resource Council | Dec 2023 | 26k | $459k |
| Sunesis Advisors | Dec 2023 | 21k | $369k |
| First Financial Bankshares | Dec 2023 | 16k | $281k |
| Susquehanna International | Sep 2023 | 12k | $200k |
| SCBT Financial Corporation | Dec 2023 | 4.3k | $75k |
| Mot | Dec 2023 | 1.5k | $26k |
| Cullen Frost Bankers | Dec 2023 | 732.00 | $13k |