13FBOX
Principal Spectrum Preferred Securities Active Etf Pref Sc Ac · 13F 机构持仓分析
期权收益计算器 机构排行
P

Principal Spectrum Preferred Securities Active Etf Pref Sc Ac

PREF
持有机构数
135
机构合计市值 (Q2 2026)
$14.21亿
机构合计股数 (Q2 2026)
7,454.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,805.7万股
79 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-230.2万股
51 · 16 清仓 · ≈
⚖️ 净额
+1,575.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.21亿
持有机构数
135
新买入
21
加仓
58
减仓
35
清仓
16
持股不变
21
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.13%<0.01%#33$2.56亿1,341.7万股$589.9万31.3万股+1,310.4万股+4,180.84%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.02%#70$2.25亿1,182.2万股$2.21亿1,173.7万股+8.6万股+0.73%加仓
瑞银集团UBS Group AG
0.02%0.02%#65$1.47亿771.3万股$1.46亿773.8万股-2.5万股-0.32%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#88$1.37亿718.9万股$1.26亿659.4万股+59.4万股+9.01%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#71$8,702.7万456.6万股$7,059.1万375.1万股+81.5万股+21.73%加仓
LPL金融LPL Financial LLC
0.01%0.02%#73$6,150.7万322.7万股$5,844.5万310.5万股+12.2万股+3.91%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#84$6,017.4万315.7万股$5,841.1万310.4万股+5.3万股+1.72%加仓
IFC Advisors LLC
6.71%7.35%#1$5,286.9万277.4万股$5,138.5万273.0万股+4.3万股+1.59%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#83$3,664.8万192.3万股$3,500.0万186.0万股+6.3万股+3.39%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#87$3,620.6万190.0万股$4,135.9万219.7万股-29.7万股-13.53%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.33%0.33%#21$2,705.6万142.0万股$2,282.0万121.3万股+20.7万股+17.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#95$2,484.2万130.3万股$2,030.3万107.9万股+22.5万股+20.81%加仓
Permanens Capital L.P.
2.17%2.05%#3$2,105.9万110.5万股$1,594.3万84.7万股+25.8万股+30.42%加仓
Bensler, LLC
1.56%1.62%#6$1,767.0万92.7万股$1,565.5万83.2万股+9.5万股+11.45%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
2.1%1.88%#4$1,606.4万84.3万股$1,220.5万64.9万股+19.4万股+29.96%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#64$1,202.1万63.4万股$1,134.8万60.2万股+3.1万股+5.21%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.11%0.12%#40$1,171.8万61.5万股$1,247.1万66.3万股-4.8万股-7.22%减仓
Private Advisor集团Private Advisor Group, LLC
0.05%0.02%#52$1,097.3万57.6万股$322.1万17.1万股+40.5万股+236.38%加仓
Berger Financial Group, Inc
0.43%0.43%#16$842.3万44.2万股$760.2万40.4万股+3.8万股+9.40%加仓
L2 Asset Management, LLC
0.87%1.52%#9$833.6万43.7万股$1,598.8万85.0万股-41.2万股-48.52%减仓
ROGCO, LP
2.37%2.5%#2$775.2万40.7万股$749.2万39.8万股+8,610股+2.16%加仓
Capital Investment Advisory Services, LLC
0.47%0.11%#14$758.4万39.8万股$144.3万7.7万股+32.1万股+418.86%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.18%#26$726.2万38.1万股$00股+38.1万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.02%0.03%#63$694.8万36.5万股$695.0万36.9万股-4,740股-1.28%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#102$651.3万34.2万股$580.8万30.9万股+3.3万股+10.72%加仓
FOCUSED ALPHA, LLC
1.45%0.81%#7$565.6万29.7万股$260.8万13.9万股+15.8万股+114.11%加仓
PSI Advisors, LLC
1.24%1.28%#8$534.6万28.0万股$533.7万28.4万股-3,145股-1.11%减仓
&Partners&PARTNERS
0.02%0.02%#62$504.6万26.5万股$328.8万17.6万股+8.9万股+50.78%加仓
Spartan Wealth Advisory Services LLC
0.41%0.42%#17$498.1万26.1万股$480.7万25.5万股+5,924股+2.32%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#97$493.6万25.9万股$490.0万26.0万股-1,385股-0.53%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#89$493.4万25.9万股$454.1万24.1万股+1.8万股+7.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#93$482.9万25.3万股$518.8万27.6万股-2.2万股-8.09%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#94$392.1万20.6万股$367.6万19.5万股+1.0万股+5.31%加仓
Grey Ledge Advisors, LLC
0.79%0.86%#10$392.0万20.6万股$380.6万20.2万股+3,449股+1.71%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#128$367.0万19.3万股$356.3万19.0万股+2,381股+1.25%加仓
Ocean Park Asset Management, LLC
0.18%0.21%#27$366.0万19.2万股$361.3万19.2万股00.00%持仓不变
Meadow Creek Wealth Advisors LLC
2.05%1.82%#5$335.3万17.6万股$280.6万14.9万股+2.7万股+18.02%加仓
Fiduciary Alliance LLC
0.21%0.17%#24$309.6万16.2万股$282.2万14.8万股+1.4万股+9.55%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#74$293.1万15.4万股$258.9万13.8万股+1.6万股+11.81%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#110$287.4万15.1万股$272.8万14.5万股+5,822股+4.02%加仓
MainStreet Investment Advisors LLC
0.36%0.4%#20$262.7万13.8万股$264.1万14.0万股-2,465股-1.76%减仓
MassMutual Private Wealth & Trust, FSB
0.07%0.07%#47$257.0万13.5万股$264.1万14.0万股-5,485股-3.91%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.09%0.18%#42$251.7万13.2万股$252.4万13.4万股-2,044股-1.52%减仓
Legacy Bridge, LLC
0.72%0.89%#11$234.1万12.3万股$232.5万12.4万股-715股-0.58%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#106$226.8万11.9万股$243.8万13.0万股-1.1万股-8.14%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#57$218.4万11.5万股$00股+11.5万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#91$200.5万10.5万股$188.5万10.0万股+5,033股+5.02%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#103$199.5万10.5万股$198.7万10.6万股-923股-0.87%减仓
INVESTMENT PARTNERS, LTD.
0.59%0.67%#13$188.8万9.9万股$187.3万10.0万股-478股-0.48%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#113$175.8万9.2万股$171.7万9.1万股+1,003股+1.10%加仓

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