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Holdings (Monthly) Guide ↗

Principal Spectrum Preferred Securities Active ETF

· Principal Exchange-Traded Funds
Monthly Holdings $1.8B AUM 20 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 CHARLES SCHWAB CORP 808513CM5 Jun 2026 29,750,000 NEW $29.8M 1.68% DBT
2 TRUIST FINANCIAL CORP 89832QAK5 Jun 2026 26,800,000 NEW $26.8M 1.51% DBT
3 JPMORGAN CHASE & CO 48128BAR2 Jun 2026 24,720,000 NEW $25.0M 1.41% DBT
4 TRANSCANADA PIPELINES 89352HBL2 Jun 2026 8,251,000 NEW $8.3M 0.47% DBT
5 VERIZON COMMUNICATIONS 92343VHP2 Jun 2026 6,151,000 NEW $6.2M 0.35% DBT
6 VERIZON COMMUNICATIONS 92343VHN7 Jun 2026 6,000,000 NEW $6.1M 0.34% DBT
7 TRANSCANADA PIPELINES 89352HBK4 Jun 2026 5,900,000 NEW $6.0M 0.34% DBT
8 DTE ENERGY CO 233331BQ9 Jun 2026 5,106,000 NEW $5.1M 0.29% DBT
9 EVERSOURCE ENERGY 30040WBC1 Jun 2026 4,837,000 NEW $4.8M 0.27% DBT
10 COBANK ACB 19075QAH5 Jun 2026 1,900,000 NEW $1.9M 0.11% DBT
11 DOMINION ENERGY INC 25746UDU0 Jun 2026 1,500,000 NEW $1.6M 0.09% DBT
12 NEXTERA ENERGY CAPITAL 65339KEH9 Jun 2026 1,500,000 NEW $1.5M 0.09% DBT
13 CENTERPOINT ENERGY INC 15189TBH9 Jun 2026 1,462,000 NEW $1.5M 0.09% DBT
14 DOMINION ENERGY INC 25746UEC9 Jun 2026 1,500,000 NEW $1.5M 0.08% DBT
15 SOUTHERN CO GAS CAPITAL 8426EPAL2 Jun 2026 1,400,000 NEW $1.4M 0.08% DBT
16 NEXTERA ENERGY CAPITAL 65339KEG1 Jun 2026 1,100,000 NEW $1.1M 0.06% DBT
17 NEXTERA ENERGY CAPITAL 65339KDF4 Jun 2026 1,050,000 NEW $1.1M 0.06% DBT
18 SOUTHERN CO 842587EJ2 Jun 2026 800,000 NEW $802K 0.05% DBT
19 CENTERPOINT ENERGY INC 15189TBJ5 Jun 2026 400,000 NEW $420K 0.02% DBT
20 PRUDENTIAL FINANCIAL INC 744320BQ4 Jun 2026 200,000 NEW $200K 0.01% DBT