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Adapt Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Adapt Wealth Advisors’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
Q4 		– Sell
-14,874
Closed -$285K – 117
2025
Q3 		$285K Buy
+14,874
New +$282K 0.11% 85

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Adapt Wealth Advisors's PREF Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2025, closing a stake of 14,874 shares — an estimated $285K sold.

Adapt Wealth Advisors first reported a position in PREF in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 133 funds tracked by Wall St. Rank hold PREF as of Q4 2025.

  • Adapt Wealth Advisors reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 14,874 Principal Spectrum Preferred Securities Active ETF shares in Q4 2025, an estimated $285K.
  • Adapt Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2025 and held it in 1 quarter.
  • Adapt Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $285K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.