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

Abound 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
2026
Q2 		– Sell
-158
Closed -$2.97K – 1520
2026
Q1 		$2.97K Buy
+158
New +$3.01K ﹤0.01% 832

Other funds holding PREF

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Abound Wealth Management's PREF Position: Q2 2026 in Review

Abound Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 158 shares — an estimated $2.97K sold.

Abound Wealth Management first reported a position in PREF in Q1 2026 and held it in 1 quarter. The position peaked at $2.97K in Q1 2026. 26 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Abound Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 158 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $2.97K.
  • Abound Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $2.97K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.