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

Axxcess Wealth Management’s Portfolio PREF Stock Details PREF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Sell
13,602
-1,854
-12% -$35.2K 0.01% 761
2025
Q1 		$289K Buy
+15,456
New +$289K 0.01% 694