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Abich Financial Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Abich Financial Wealth Management’s Portfolio PREF Stock Details PREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.9K Buy
+204
New +$3.87K ﹤0.01% 529

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abich Financial Wealth Management's PREF Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2025: 204 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

125 funds tracked by Wall St. Rank hold PREF as of Q3 2025.

  • Abich Financial Wealth Management held 204 shares of Principal Spectrum Preferred Securities Active ETF worth $3.9K as of Q3 2025.
  • Principal Spectrum Preferred Securities Active ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #529 holding.
  • 125 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.