Advisors Preferred’s Prudential PUK Stock Holding History

Advisors Preferred’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-33,025	Closed	-$929K	–	298
2025 Q3	$929K	Buy	+33,025	New	+$865K	0.14%	119
2025 Q1	–	Sell	-1,993	Closed	-$31.3K	–	318
2024 Q4	$31.3K	Buy	+1,993	New	+$33.4K	0.01%	169
2024 Q3	–	Sell	-4,393	Closed	-$80.1K	–	240
2024 Q2	$80.1K	Buy	+4,393	New	+$82.8K	0.01%	144

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Advisors Preferred's PUK Position: Q4 2025 in Review

Advisors Preferred sold out of Prudential (PUK) in Q4 2025, closing a stake of 33,025 shares — an estimated $929K sold.

Advisors Preferred first reported a position in PUK in Q2 2024 and held it in 3 quarters. The position peaked at $929K in Q3 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

Advisors Preferred reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 33,025 Prudential shares in Q4 2025, an estimated $929K.
Advisors Preferred first reported a position in Prudential in Q2 2024 and held it in 3 quarters.
Advisors Preferred's Prudential position peaked at $929K in Q3 2025.
251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.