Ameriprise
PREF icon

Ameriprise’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Ameriprise’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
2026
Q1 		$41.4M Buy
2,197,396
+421,421
+24% +$8.04M 0.01% 972
2025
Q4 		$33.9M Buy
1,775,975
+695,835
+64% +$13.3M 0.01% 1090
2025
Q3 		$20.7M Buy
+1,080,140
New +$20.5M ﹤0.01% 1369

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise's PREF Position: Q1 2026 in Review

Ameriprise increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 24% in Q1 2026, buying an estimated $8.04M and bringing the position to 2,197,396 shares worth $41.4M. The position accounts for 0.01% of the portfolio, ranked #972.

Ameriprise first reported a position in PREF in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • Ameriprise held 2,197,396 shares of Principal Spectrum Preferred Securities Active ETF worth $41.4M as of Q1 2026.
  • Ameriprise bought 421,421 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $8.04M.
  • Principal Spectrum Preferred Securities Active ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #972 holding.
  • Ameriprise first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.