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Apollon Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Apollon Wealth 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
2020
Q3 		– Sell
-3,250
Closed -$63K – 552
2020
Q2 		$63K Buy
+3,250
New +$61.6K 0.03% 219

Other funds holding PREF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apollon Wealth Management's PREF Position: Q3 2020 in Review

Apollon Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2020, closing a stake of 3,250 shares — an estimated $63K sold.

Apollon Wealth Management first reported a position in PREF in Q2 2020 and held it in 1 quarter. The position peaked at $63K in Q2 2020. 38 funds tracked by Wall St. Rank hold PREF as of Q3 2020.

  • Apollon Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 3,250 Principal Spectrum Preferred Securities Active ETF shares in Q3 2020, an estimated $63K.
  • Apollon Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $63K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.