Activest Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
|
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|
2024
Q2 | $1M | Buy |
|
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|
2024
Q1 | $999K | Sell |
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|
2023
Q4 | $2.13M | Buy |
|
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.98M | Buy |
|
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|
2022
Q4 | $815K | Buy |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $456K | Buy |
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