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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$262K Buy
13,763
+37
+0.3% +$703 ﹤0.01% 894
2026
Q1
$258K Buy
13,726
+116
+0.9% +$2.21K 0.01% 348
2025
Q4
$260K Hold
13,610
﹤0.01% 896
2025
Q3
$260K Buy
13,610
+8
+0.1% +$152 0.01% 801
2025
Q2
$258K Sell
13,602
-1,854
-12% -$34.5K 0.01% 762
2025
Q1
$289K Buy
+15,456
New +$289K 0.01% 695

Other funds holding PREF

Axxcess Wealth Management's PREF Position: Q2 2026 in Review

Axxcess Wealth Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.27% in Q2 2026, buying an estimated $703 and bringing the position to 13,763 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Axxcess Wealth Management first reported a position in PREF in Q1 2025 and has held it in 6 quarters since. The position peaked at $289K in Q1 2025. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Axxcess Wealth Management held 13,763 shares of Principal Spectrum Preferred Securities Active ETF worth $262K as of Q2 2026.
  • Axxcess Wealth Management bought 37 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $703.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Axxcess Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Axxcess Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $289K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.