Anfield Capital Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Anfield Capital Management’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
2021 Q3	–	Sell	-3,922	Closed	-$81K	–	225
2021 Q2	$81K	Buy	+3,922	New	+$80.7K	0.03%	103

Other funds holding PREF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Anfield Capital Management's PREF Position: Q3 2021 in Review

Anfield Capital Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2021, closing a stake of 3,922 shares — an estimated $81K sold.

Anfield Capital Management first reported a position in PREF in Q2 2021 and held it in 1 quarter. The position peaked at $81K in Q2 2021. 64 funds tracked by Wall St. Rank hold PREF as of Q3 2021.

Anfield Capital Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2021 after selling out during the quarter.
Anfield Capital Management sold 3,922 Principal Spectrum Preferred Securities Active ETF shares in Q3 2021, an estimated $81K.
Anfield Capital Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2021 and held it in 1 quarter.
Anfield Capital Management's Principal Spectrum Preferred Securities Active ETF position peaked at $81K in Q2 2021.
64 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2021.

Based on Anfield Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.