| 8/1/2025 | Envestnet Asset Management Inc. | 403,476 | $7.65M | 0.0% | +59.7% | 0.614% | |
| 7/31/2025 | Whipplewood Advisors LLC | 19,583 | $371K | 0.2% | +2,697.6% | 0.030% | |
| 7/30/2025 | Meadow Creek Wealth Advisors LLC | 130,435 | $2.47M | 1.7% | +14.7% | 0.198% | |
| 7/29/2025 | Stephens Inc. AR | 20,417 | $387K | 0.0% | N/A | 0.031% | |
| 7/29/2025 | Private Trust Co. NA | 6,094 | $116K | 0.0% | +78.5% | 0.009% | |
| 7/28/2025 | IFC Advisors LLC | 2,819,142 | $53.48M | 10.0% | +1.5% | 4.288% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 13,602 | $258K | 0.0% | -12.0% | 0.021% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 408,148 | $7.74M | 1.6% | -32.5% | 0.621% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 44,543 | $845K | 0.0% | +2.5% | 0.068% | |
| 7/22/2025 | Berger Financial Group Inc | 425,217 | $8.07M | 0.5% | +5.6% | 0.647% | |
Get the Latest News and Ratings for PREF and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Principal Spectrum Preferred Securities Active ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 102,829 | $1.95M | 0.0% | +58.7% | 0.156% | |
| 7/21/2025 | Mechanics Financial Corp | 36,694 | $696K | 0.3% | +23.5% | 0.056% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 43,885 | $832K | 0.0% | N/A | 0.067% | |
| 7/18/2025 | Rogco LP | 380,684 | $7.22M | 2.7% | +1.4% | 0.579% | |
| 7/18/2025 | Truist Financial Corp | 56,237 | $1.07M | 0.0% | +3.5% | 0.086% | |
| 7/17/2025 | LexAurum Advisors LLC | 34,488 | $654K | 0.1% | +22.2% | 0.053% | |
| 7/17/2025 | KWB Wealth | 209,390 | $3.92M | 0.4% | N/A | 0.320% | |
| 7/15/2025 | GSB Wealth Management LLC | 224,275 | $4.26M | 1.0% | +16.1% | 0.343% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 36,157 | $686K | 0.0% | -10.0% | 0.055% | |
| 7/14/2025 | Flagstar Advisors Inc. | 78,578 | $1.49M | 0.4% | +1.2% | 0.120% | |
| 7/11/2025 | Grant Private Wealth Management Inc | 11,159 | $212K | 0.1% | N/A | 0.017% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 6,135 | $116K | 0.0% | +48.9% | 0.009% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,213,739 | $22.95M | 0.0% | -1.6% | 1.856% | |
| 7/9/2025 | Fiduciary Alliance LLC | 103,095 | $1.96M | 0.1% | +18.6% | 0.158% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 129,186 | $2.45M | 0.1% | -2.9% | 0.198% | |
| 7/8/2025 | Ehrlich Financial Group | 16,597 | $315K | 0.2% | +12.8% | 0.026% | |
| 7/7/2025 | First Citizens Financial Corp | 50,847 | $965K | 0.5% | -3.7% | 0.078% | |
| 5/19/2025 | Jane Street Group LLC | 114,087 | $2.13M | 0.0% | +136.4% | 0.183% | |
| 5/16/2025 | Permanens Capital L.P. | 1,380,931 | $25.82M | 4.7% | N/A | 2.217% | |
| 5/16/2025 | NewEdge Advisors LLC | 151,736 | $2.84M | 0.0% | +9.1% | 0.244% | |
| 5/15/2025 | Royal Bank of Canada | 3,094,950 | $57.88M | 0.0% | +5.5% | 4.968% | |
| 5/15/2025 | Baird Financial Group Inc. | 293,854 | $5.50M | 0.0% | -2.4% | 0.472% | |
| 5/15/2025 | Activest Wealth Management | 39,555 | $740K | 0.2% | -28.8% | 0.063% | |
| 5/14/2025 | Comerica Bank | 84,864 | $1.59M | 0.0% | +12.6% | 0.136% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 70,734 | $1.32M | 0.1% | +28.4% | 0.114% | |
| 5/14/2025 | Kestra Advisory Services LLC | 161,797 | $3.03M | 0.0% | +196.0% | 0.260% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,863,989 | $34.86M | 0.0% | +5.9% | 2.992% | |
| 5/12/2025 | Berger Financial Group Inc | 402,626 | $7.53M | 0.5% | +12.9% | 0.646% | |
| 5/12/2025 | Benjamin Edwards Inc. | 787,811 | $14.73M | 0.2% | +2.8% | 1.265% | |
| 5/9/2025 | AXS Investments LLC | 292,799 | $5.48M | 1.5% | N/A | 0.470% | |
Elon’s Secret Social Security Bombshell (Ad) To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security?
What we just discovered in Washington will stun even the most seasoned insiders. A major government announcement coming as soon as tomorrow. |
| 5/8/2025 | Coastal Bridge Advisors LLC | 25,663 | $480K | 0.1% | +33.6% | 0.041% | |
| 5/8/2025 | Dearborn Partners LLC | 104,148 | $1.95M | 0.1% | -3.7% | 0.167% | |
| 5/7/2025 | LPL Financial LLC | 2,109,257 | $39.44M | 0.0% | +17.4% | 3.386% | |
| 5/7/2025 | FourThought Financial Partners LLC | 50,311 | $941K | 0.1% | +3.4% | 0.081% | |
| 5/6/2025 | Lifeworks Advisors LLC | 76,422 | $1.43M | 0.2% | N/A | 0.123% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 118,106 | $2.21M | 1.0% | -59.9% | 0.191% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 135,658 | $2.54M | 0.1% | +6.5% | 0.219% | |
| 5/5/2025 | IFP Advisors Inc | 19,540 | $365K | 0.0% | +106.1% | 0.032% | |
| 5/5/2025 | Private Advisor Group LLC | 212,829 | $3.98M | 0.0% | -38.8% | 0.344% | |
| 5/2/2025 | Mechanics Financial Corp | 29,718 | $556K | 0.3% | +5.4% | 0.048% | |
| 5/1/2025 | Asset Dedication LLC | 1,780 | $33K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Platform Technology Partners | 11,000 | $206K | 0.1% | N/A | 0.018% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 34,241 | $633K | 0.4% | N/A | 0.055% | |
| 5/1/2025 | IFC Advisors LLC | 2,777,729 | $51.94M | 10.8% | +17.6% | 4.484% | |
| 4/30/2025 | Cerity Partners LLC | 111,422 | $2.08M | 0.0% | +2.3% | 0.180% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 131,937 | $2.47M | 0.4% | -7.6% | 0.213% | |
| 4/30/2025 | Rogco LP | 375,315 | $7.02M | 2.8% | +6.7% | 0.606% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 15,456 | $289K | 0.0% | N/A | 0.025% | |
| 4/30/2025 | Principal Securities Inc. | 220,868 | $4.11M | 0.1% | +0.8% | 0.357% | |
| 4/30/2025 | Investment Partners LTD. | 126,908 | $2.37M | 1.0% | -7.5% | 0.205% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,160 | $751K | 0.0% | +3.9% | 0.065% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 252,635 | $4.72M | 0.0% | +15.5% | 0.408% | |
| 4/29/2025 | Bank of New York Mellon Corp | 40,072 | $749K | 0.0% | +2.3% | 0.065% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 58,303 | $1.09M | 0.1% | +79.2% | 0.094% | |
| 4/28/2025 | Principal Financial Group Inc. | 230,176 | $4.30M | 0.0% | +17.4% | 0.372% | |
| 4/28/2025 | Private Trust Co. NA | 3,414 | $64K | 0.0% | -18.9% | 0.006% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 30,272 | $566K | 0.0% | -21.0% | 0.049% | |
| 4/28/2025 | Meadow Creek Wealth Advisors LLC | 113,673 | $2.13M | 1.6% | +7.3% | 0.183% | |
| 4/28/2025 | DAVENPORT & Co LLC | 12,253 | $229K | 0.0% | N/A | 0.020% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 481,665 | $8.92M | 1.8% | +7.4% | 0.778% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 64,810 | $1.21M | 0.0% | -26.8% | 0.105% | |
| 4/23/2025 | Wealth Management Resources Inc. | 11,497 | $215K | 0.1% | N/A | 0.019% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 604,771 | $11.31M | 2.4% | +1.7% | 0.976% | |
| 4/22/2025 | XML Financial LLC | 18,516 | $346K | 0.0% | -3.9% | 0.030% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,653 | $386K | 0.0% | +3.3% | 0.033% | |
| 4/22/2025 | Advisor Resource Council | 38,700 | $724K | 0.1% | N/A | 0.062% | |
| 4/21/2025 | PSI Advisors LLC | 254,234 | $4.75M | 1.5% | +16.9% | 0.410% | |
| 4/18/2025 | GSB Wealth Management LLC | 193,168 | $3.61M | 0.9% | +193.6% | 0.312% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,233,237 | $23.06M | 0.0% | +5.2% | 1.991% | |
| 4/16/2025 | Bensler LLC | 521,227 | $9.75M | 1.2% | +19.5% | 0.841% | |
| 4/15/2025 | Ibex Wealth Advisors | 93,464 | $1.75M | 0.2% | -6.7% | 0.151% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 43,442 | $812K | 0.0% | +20.9% | 0.070% | |
| 4/14/2025 | Farther Finance Advisors LLC | 14,289 | $266K | 0.0% | -44.4% | 0.023% | |
| 4/14/2025 | LexAurum Advisors LLC | 28,218 | $528K | 0.1% | +17.9% | 0.046% | |
| 4/9/2025 | Flagstar Advisors Inc. | 77,664 | $1.45M | 0.4% | +8.4% | 0.126% | |
| 4/9/2025 | Fiduciary Alliance LLC | 86,962 | $1.63M | 0.2% | +1.3% | 0.141% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 133,072 | $2.49M | 0.1% | -5.5% | 0.216% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,172,413 | $21.82M | 0.0% | +2.6% | 1.964% | |
| 2/20/2025 | Griffith & Werner Inc. | 10,940 | $204K | 0.1% | N/A | 0.023% | |
| 2/18/2025 | Delta Investment Management LLC | 78,860 | $1.47M | 0.3% | +3.4% | 0.164% | |
Your blueprint for crypto wealth (Ad) Mark August 12th on your calendar.
27 of crypto's most successful minds are about to reveal everything… Claim your pass to the Crypto Community Summit here (free for a limited time) |
| 2/17/2025 | Willis Johnson & Associates Inc. | 115,994 | $2.16M | 0.2% | -6.5% | 0.241% | |
| 2/17/2025 | Royal Bank of Canada | 2,934,200 | $54.61M | 0.0% | +68.4% | 6.088% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 142,746 | $2.66M | 0.4% | +31.0% | 0.296% | |
| 2/17/2025 | Coastal Bridge Advisors LLC | 19,214 | $358K | 0.1% | N/A | 0.040% | |
| 2/17/2025 | Baird Financial Group Inc. | 301,042 | $5.60M | 0.0% | -0.5% | 0.625% | |
| 2/17/2025 | Bank of America Corp DE | 8,900,444 | $165.64M | 0.0% | +11.3% | 18.466% | |
| 2/17/2025 | Benjamin Edwards Inc. | 766,581 | $14.27M | 0.2% | +3.0% | 1.590% | |
| 2/14/2025 | South Plains Financial Inc. | 11,578 | $215K | 0.2% | N/A | 0.024% | |
| 2/14/2025 | Jane Street Group LLC | 48,264 | $898K | 0.0% | -18.9% | 0.100% | |
| 2/14/2025 | Comerica Bank | 75,362 | $1.40M | 0.0% | +35.9% | 0.156% | |
