Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | Sep 30, 2025 | 600.3K | 8.9M | 8.2% |
| Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF | Sep 30, 2025 | 266.9K | 4.0M | 3.6% |
| Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund | Sep 30, 2025 | 50.6K | 748.8K | 0.7% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | Sep 30, 2025 | 34.1K | 505.4K | 0.5% |
| Nuveen Real Asset Income and Growth Fund | Sep 30, 2025 | 25.3K | 374.2K | 0.3% |
| TRANSAMERICA FUNDS-Transamerica Multi-Asset Income | Jul 31, 2025 | 6.7K | 98.9K | 0.1% |
| Fidelity Securities Fund-Fidelity Series Real Estate Income Fund | Sep 30, 2025 | 5.9K | 87.0K | 0.1% |
| Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy | Sep 30, 2025 | 3.3K | 48.7K | 0.0% |
| Fidelity Covington Trust-Fidelity Preferred Securities & Income ETF | Sep 30, 2025 | 1.7K | 25.2K | 0.0% |
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