BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Principal Spectrum Preferred Securities Active ETF

· Principal Exchange-Traded Funds
Monthly Holdings $1.8B AUM 71 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 20 New 71 Added 12 Reduced 6 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BANK OF AMERICA CORP 06055HAK9 Mar 2026 47,795,000 +11,000,000 $48.4M +30.7% 2.73% DBT
2 METLIFE INC 59156RCR7 Mar 2026 43,000,000 +200,000 $42.4M +1.0% 2.40% DBT
3 ENBRIDGE INC 29250NBT1 Mar 2026 36,411,000 +12,750,000 $41.6M +56.4% 2.35% DBT
4 PNC FINANCIAL SERVICES 693475BP9 Mar 2026 31,927,000 +2,767,000 $32.6M +11.0% 1.84% DBT
5 M&T BANK CORPORATION 55261FAN4 Mar 2026 29,722,000 +9,550,000 $29.5M +51.0% 1.67% DBT
6 WELLS FARGO & COMPANY 95002YAC7 Mar 2026 27,247,000 +6,000,000 $28.3M +28.6% 1.60% DBT
7 BANK OF AMERICA CORP 06055HAH6 Mar 2026 27,228,000 +500,000 $28.1M +2.4% 1.58% DBT
8 PRUDENTIAL FINANCIAL INC 744320BH4 Mar 2026 28,387,000 +6,900,000 $26.3M +34.8% 1.49% DBT
9 ELECTRICITE DE FRANCE SA 28504KAA5 Mar 2026 22,550,000 +9,000,000 $26.2M +66.9% 1.48% DBT
10 WELLS FARGO & COMPANY 95002YAE3 Mar 2026 25,756,000 +15,756,000 $26.1M +159.6% 1.47% DBT
11 HUNTINGTON BANCSHARES 446150BG8 Mar 2026 24,698,000 +10,000 $24.9M +2.6% 1.41% DBT
12 METLIFE INC 59156RBS6 Mar 2026 20,435,000 +10,000,000 $23.8M +94.6% 1.34% DBT
13 BANK OF MONTREAL 06368L5Q5 Mar 2026 22,250,000 +1,050,000 $23.3M +7.2% 1.31% DBT
14 ROYAL BANK OF CANADA 780082AY9 Mar 2026 22,450,000 +2,600,000 $22.2M +15.7% 1.25% DBT
15 BANK OF NOVA SCOTIA 06419GEE2 Mar 2026 21,850,000 +13,300,000 $22.1M +163.2% 1.25% DBT
16 BP CAPITAL MARKETS PLC 05565QDX3 Mar 2026 21,113,000 +11,000,000 $21.5M +110.7% 1.21% DBT
17 CANADIAN IMPERIAL BANK 13607PNF7 Mar 2026 20,846,000 +3,000,000 $21.2M +19.3% 1.20% DBT
18 GOLDMAN SACHS GROUP INC 38141GA79 Mar 2026 20,104,000 +770,000 $21.1M +4.1% 1.19% DBT
19 MEIJI YASUDA LIFE INSURA 585270AE1 Mar 2026 20,800,000 +3,000,000 $21.0M +17.9% 1.19% DBT
20 DOMINION ENERGY INC 25746UDV8 Mar 2026 20,312,000 +10,965,000 $20.9M +120.7% 1.18% DBT
21 CHARLES SCHWAB CORP 808513BJ3 Mar 2026 22,000,000 +20,000,000 $20.6M +1015.8% 1.17% DBT
22 SEMPRA 816851BT5 Mar 2026 19,850,000 +10,050,000 $20.0M +104.3% 1.13% DBT
23 CITIGROUP INC 172967PR6 Mar 2026 19,578,000 +4,000,000 $19.9M +27.5% 1.12% DBT
24 GOLDMAN SACHS GROUP INC 38141GB52 Mar 2026 19,776,000 +600,000 $19.8M +3.9% 1.12% DBT
25 AMERICAN ELECTRIC POWER 02557TAF6 Mar 2026 18,800,000 +12,800,000 $18.7M +214.4% 1.06% DBT
26 NEXTERA ENERGY CAPITAL 65339KCB4 Mar 2026 18,599,000 +50,000 $18.3M +2.5% 1.04% DBT
27 VOYA FINANCIAL INC 929089AG5 Mar 2026 15,593,000 +800,000 $16.2M +5.4% 0.91% DBT
28 DOMINION ENERGY INC 25746UEA3 Mar 2026 15,820,000 +4,000,000 $15.9M +35.5% 0.90% DBT
29 BANK OF MONTREAL 06368L8V1 Mar 2026 14,750,000 +1,550,000 $15.0M +12.6% 0.85% DBT
30 STATE STREET CORP 857477CS0 Mar 2026 14,020,000 +7,000,000 $14.3M +100.7% 0.81% DBT
31 DAI-ICHI LIFE INSURANCE 23381LAA2 Mar 2026 13,800,000 +100,000 $14.1M +2.0% 0.79% DBT
32 PRUDENTIAL FINANCIAL INC 744320BJ0 Mar 2026 14,280,000 +8,083,000 $14.0M +136.1% 0.79% DBT
33 ENBRIDGE INC 29250NBC8 Mar 2026 13,524,000 +10,000,000 $13.6M +286.8% 0.77% DBT
34 REINSURANCE GRP OF AMER 759351AT6 Mar 2026 13,007,000 +2,000,000 $13.2M +20.0% 0.74% DBT
35 PHILLIPS 66 CO 718547AZ5 Mar 2026 13,079,000 +3,979,000 $13.0M +44.9% 0.73% DBT
36 ALLIANT ENERGY CORP 018802AF5 Mar 2026 12,400,000 +1,400,000 $12.3M +14.6% 0.69% DBT
37 BP CAPITAL MARKETS PLC 05565QDW5 Mar 2026 11,300,000 +1,700,000 $11.7M +17.5% 0.66% DBT
38 BANK OF NY MELLON CORP 064058AS9 Mar 2026 11,450,000 +7,100,000 $11.4M +168.3% 0.65% DBT
39 GOLDMAN SACHS GROUP INC 38141GC28 Mar 2026 10,940,000 +6,535,000 $11.2M +150.5% 0.64% DBT
40 SUMITOMO LIFE INSUR 86564CAF7 Mar 2026 10,892,000 +5,000,000 $10.8M +88.0% 0.61% DBT
41 PHILLIPS 66 CO 718547BA9 Mar 2026 9,793,000 +1,143,000 $9.8M +14.2% 0.56% DBT
42 FARM CREDIT BK OF TEXAS 30767EAF6 Mar 2026 9,482,000 +171,000 $9.7M +1.4% 0.55% DBT
43 COREBRIDGE FINANCIAL INC 21871XAU3 Mar 2026 9,240,000 +50,000 $9.6M +2.7% 0.54% DBT
44 DOMINION ENERGY INC 25746UDT3 Mar 2026 9,267,000 +300,000 $9.6M +3.8% 0.54% DBT
45 EXELON CORP 30161NBQ3 Mar 2026 8,966,000 +2,850,000 $9.2M +47.6% 0.52% DBT
46 ALTAGAS LTD 021361AD2 Mar 2026 8,770,000 +400,000 $9.2M +8.3% 0.52% DBT
47 BANK OF MONTREAL 06368LQ58 Mar 2026 8,660,000 +2,500,000 $9.1M +43.2% 0.51% DBT
48 ENTERGY CORP 29364GAS2 Mar 2026 8,052,000 +2,536,000 $8.1M +48.2% 0.46% DBT
49 ROYAL BANK OF CANADA 780082BA0 Mar 2026 8,100,000 +5,000,000 $8.1M +166.6% 0.45% DBT
50 MEIJI YASUDA LIFE INSURA 585270AD3 Mar 2026 8,041,000 +1,000,000 $8.0M +14.8% 0.45% DBT
51 SEMPRA 816851BV0 Mar 2026 7,675,000 +1,200,000 $7.7M +20.0% 0.44% DBT
52 NISOURCE INC 65473PAR6 Mar 2026 7,357,000 +1,150,000 $7.6M +19.2% 0.43% DBT
53 COREBRIDGE FINANCIAL INC 21871XAT6 Mar 2026 7,578,000 +2,878,000 $7.5M +62.9% 0.42% DBT
54 SPIRE INC 84857LAE1 Mar 2026 6,850,000 +1,500,000 $6.9M +29.2% 0.39% DBT
55 AMERICAN ELECTRIC POWER 025537AZ4 Mar 2026 6,460,000 +3,000,000 $6.7M +88.1% 0.38% DBT
56 ENTERPRISE PRODUCTS OPER 29379VBN2 Mar 2026 6,733,000 +3,000,000 $6.7M +81.3% 0.38% DBT
57 DUKE ENERGY CORP 26441CCG8 Mar 2026 6,239,000 +1,000,000 $6.5M +19.8% 0.37% DBT
58 WEC ENERGY GROUP INC 92939UAU0 Mar 2026 6,260,000 +3,860,000 $6.2M +164.6% 0.35% DBT
59 CENTERPOINT ENERGY INC 15189TBP1 Mar 2026 5,800,000 +1,000,000 $6.0M +23.0% 0.34% DBT
60 AMERICAN ELECTRIC POWER 025537BA8 Mar 2026 5,197,000 +50,000 $5.6M +1.7% 0.31% DBT
61 NIPPON LIFE INSURANCE 654579AK7 Mar 2026 5,852,000 +1,148,000 $5.2M +25.5% 0.29% DBT
62 TELUS CORP 87971MCR2 Mar 2026 4,245,000 +400,000 $4.2M +13.0% 0.24% DBT
63 EMERA US FINANCE LLC 29103HAB3 Mar 2026 4,042,000 +642,000 $4.1M +21.1% 0.23% DBT
64 TRANSCANADA PIPELINES 89352HBG3 Mar 2026 3,950,000 +100,000 $4.1M +4.6% 0.23% DBT
65 NORTHERN TRUST CORP 665859AQ7 Mar 2026 2,940,000 +41,000 $2.9M +1.9% 0.17% DBT
66 EVERSOURCE ENERGY 30040WBD9 Mar 2026 2,850,000 +1,050,000 $2.9M +60.6% 0.16% DBT
67 NISOURCE INC 65473PAY1 Mar 2026 2,800,000 +2,000,000 $2.8M +254.9% 0.16% DBT
68 SOUTHERN CO 842587EB9 Mar 2026 2,350,000 +350,000 $2.4M +17.2% 0.14% DBT
69 CHARLES SCHWAB CORP 808513CB9 Mar 2026 2,000,000 +500,000 $2.0M +34.7% 0.11% DBT
70 AMERICAN ELECTRIC POWER 02557TAE9 Mar 2026 1,650,000 +300,000 $1.6M +23.1% 0.09% DBT
71 CENTERPOINT ENERGY INC 15189TBS5 Mar 2026 600,000 +500,000 $600K +505.1% 0.03% DBT