Universe · entity
Spectrum Asset Management, Inc.
Institutional manager (13F) · CIK 1318293
13F holdings · as of 2026-03-31 · top 4 · reported portfolio $50M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | $42M | 3,902,745 |
| 2 | WELLS FARGO & CO | $4M | 3,437 |
| 3 | INVESCO EXCH TRADED FD TR II | $3M | 106,122 |
| 4 | BANK AMERICA CORP | $1M | 897 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.