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AJ Wealth Strategies’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

AJ Wealth Strategies’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
2023
Q1 		– Sell
-98,140
Closed -$1.68M – 306
2022
Q4 		$1.68M Buy
+98,140
New +$1.66M 0.09% 99

Other funds holding PREF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AJ Wealth Strategies's PREF Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2023, closing a stake of 98,140 shares — an estimated $1.68M sold.

AJ Wealth Strategies first reported a position in PREF in Q4 2022 and held it in 1 quarter. The position peaked at $1.68M in Q4 2022. 66 funds tracked by Wall St. Rank hold PREF as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 98,140 Principal Spectrum Preferred Securities Active ETF shares in Q1 2023, an estimated $1.68M.
  • AJ Wealth Strategies first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's Principal Spectrum Preferred Securities Active ETF position peaked at $1.68M in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.