PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF - Kepemilikan Institusional - Penjual

Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
US ˙ ARCA

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100.00 0
2025-07-22 13F DAVENPORT & Co LLC 11,753 -4.08 223 -3.06
2025-08-13 13F Willis Johnson & Associates, Inc. 102,645 -7.84 1,947 -6.48
2025-08-05 13F Bank of New York Mellon Corp 38,024 -5.11 721 -3.74
2025-08-12 13F Argent Trust Co 32,096 -20.37 609 -19.26
2025-05-08 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 292,424 -0.49 5,547 0.95
2025-08-25 NP OIOIX - AXS Income Opportunities Fund Class I 227,778 -22.21 4,321 -21.10
2025-08-08 13F Compass Financial Services Inc 0 -100.00 0
2025-08-12 13F Jacobi Capital Management LLC 16,783 -1.53 318 0.00
2025-08-14 13F Royal Bank Of Canada 3,073,039 -0.71 58,296 0.73
2025-05-15 13F/A Orion Portfolio Solutions, LLC 17,468 -74.42 327 -74.35
2025-07-23 13F Tyche Wealth Partners LLC 408,148 -32.51 7,743 -31.54
2025-08-19 13F Asset Dedication, LLC 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 1,532,641 -17.78 29,074 -16.59
2025-07-07 13F First Citizens Financial Corp 50,847 -3.74 965 -2.33
2025-08-14 13F Dearborn Partners Llc 84,284 -19.07 1,599 -17.93
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 78,346 -29.69 1,486 -28.66
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100.00 0
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-07-24 13F Gilliland Jeter Wealth Management LLC 78,615 -0.10 1,491 1.36
2025-08-14 13F UBS Group AG 6,921,965 -1.76 131,310 -0.34
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-19 13F Cape Investment Advisory, Inc. 453 -15.33 9 -20.00
2025-08-14 13F Benjamin Edwards Inc 693,069 -12.03 13,148 -10.76
2025-04-28 13F Pinnacle Financial Partners Inc 30,272 -21.02 566 -20.62
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,213,739 -1.58 22,952 -0.48
2025-08-11 13F AXS Investments LLC 227,778 -22.21 4,321 -21.10
2025-08-08 13F Capital Investment Advisory Services, LLC 55,603 -4.63 1,055 -3.30
2025-04-14 13F Pallas Capital Advisors LLC 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 10 -66.67 0
2025-08-14 13F Capital & Planning, Llc 38,340 -3.64 727 -2.28
2025-08-14 13F Smartleaf Asset Management LLC 60,010 -15.16 1,135 -14.35
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-11 13F MainStreet Investment Advisors LLC 131,041 -0.68 2,486 0.73
2025-07-09 13F Massmutual Trust Co Fsb/adv 129,186 -2.92 2,451 -1.53
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 94,733 -2.05 1,797 -0.72
2025-07-24 13F Wealth Management Resources, Inc. 0 -100.00 0
2025-05-14 13F Delta Investment Management, LLC 0 -100.00 0
2025-08-14 13F Warren Averett Asset Management, LLC 34,241 -3.75 650 -2.41
2025-08-08 13F Investment Partners, Ltd. 99,541 -21.56 1,888 -20.44
2025-08-14 13F Stifel Financial Corp 85,845 -16.60 1,628 -15.38
2025-08-11 13F Private Advisor Group, LLC 181,787 -14.59 3,449 -13.35
2025-08-05 13F Lifeworks Advisors, LLC 73,375 -3.99 1,392 -2.66
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 36,157 -9.97 686 -8.67
2025-05-20 13F Belpointe Asset Management LLC 0 -100.00 0 -100.00
2025-07-11 13F Farther Finance Advisors, LLC 915 -93.60 17 -93.61
2025-08-05 13F Flynn Zito Capital Management, Llc 117,386 -0.61 2,227 0.82
2025-08-12 13F South Plains Financial, Inc. 11,787 -2.68 223 -1.33
2025-08-15 13F Provenance Wealth Advisors, LLC 8,205 -16.25 156 -15.30
2025-08-12 13F Global Retirement Partners, LLC 5 -99.98 0 -100.00
2025-08-06 13F Legacy Bridge, LLC 130,360 -4.47 2,473 -3.10
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 16,616 -4.88 315 -3.37
2025-07-28 13F Axxcess Wealth Management, Llc 13,602 -12.00 258 -10.73
2025-07-29 13F Activest Wealth Management 39,474 -0.20 749 1.22
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
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