Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | Sep 30, 2025 | 950.7K | 16.1M | 7.9% |
| Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF | Sep 30, 2025 | 428.6K | 7.2M | 3.6% |
| John Hancock Financial Opportunities Fund | Sep 30, 2025 | 210.9K | 3.6M | 1.8% |
| Invesco Exchange-Traded Fund Trust-Invesco Financial Preferred ETF | Sep 30, 2025 | 191.7K | 3.2M | 1.6% |
| Flaherty & Crumrine Preferred & Income Securities Fund Inc | Aug 31, 2025 | 100K | 1.7M | 0.8% |
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | Aug 31, 2025 | 55K | 929.2K | 0.5% |
| PERMANENT PORTFOLIO FAMILY OF FUNDS-Versatile Bond Portfolio | Jul 31, 2025 | 55K | 929.2K | 0.5% |
| Flaherty & Crumrine Total Return Fund Inc | Aug 31, 2025 | 25K | 422.4K | 0.2% |
| Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income | Sep 30, 2025 | 20.3K | 343.0K | 0.2% |
| Flaherty & Crumrine Preferred & Income Fund Inc | Aug 31, 2025 | 18K | 304.1K | 0.2% |
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