LPL Financial LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1403438
FORT MILL, SC
All Filings in PREF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 PREF | $25,903,556 | 1,421,710 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 PREF | $17,804,405 | 980,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 PREF | $14,705,755 | 839,849 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PREF | $12,482,553 | 740,365 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PREF | $12,377,110 | 730,213 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 PREF | $9,730,444 | 572,716 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 PREF | $6,744,556 | 394,188 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 PREF | $6,518,644 | 388,477 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PREF | $5,800,119 | 336,044 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 PREF | $6,060,696 | 319,152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PREF | $6,473,680 | 319,215 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PREF | $6,287,579 | 303,162 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 PREF | $5,961,753 | 287,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 PREF | $6,031,461 | 295,950 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 PREF | $3,809,026 | 184,180 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 PREF | $3,299,063 | 164,296 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 PREF | $328,268 | 16,893 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 PREF | $172,699 | 9,841 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||