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Alpha Financial Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-13,644
Closed -$257K – 137
2024
Q3 		$257K Buy
+13,644
New +$252K 0.18% 86

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Alpha Financial Partners's PREF Position: Q4 2024 in Review

Alpha Financial Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2024, closing a stake of 13,644 shares — an estimated $257K sold.

Alpha Financial Partners first reported a position in PREF in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 104 funds tracked by Wall St. Rank hold PREF as of Q4 2024.

  • Alpha Financial Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 13,644 Principal Spectrum Preferred Securities Active ETF shares in Q4 2024, an estimated $257K.
  • Alpha Financial Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $257K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.