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

Bensler’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 Q2	$17.7M	Buy	927,050 +95,240	+11%	+$1.81M	1.56%	17
2026 Q1	$15.7M	Buy	831,810 +124,406	+18%	+$2.37M	1.62%	16
2025 Q4	$13.5M	Buy	707,404 +64,639	+10%	+$1.23M	1.35%	26
2025 Q3	$12.3M	Buy	642,765 +60,687	+10%	+$1.15M	1.28%	28
2025 Q2	$11M	Buy	582,078 +60,851	+12%	+$1.13M	1.24%	29
2025 Q1	$9.75M	Buy	521,227 +84,897	+19%	+$1.59M	1.22%	31
2024 Q4	$8.12M	Buy	+436,330	New	+$8.16M	0.97%	36

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler's PREF Position: Q2 2026 in Review

Bensler increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 11% in Q2 2026, buying an estimated $1.81M and bringing the position to 927,050 shares worth $17.7M. The position accounts for 1.56% of the portfolio, ranked #17.

Bensler first reported a position in PREF in Q4 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Bensler held 927,050 shares of Principal Spectrum Preferred Securities Active ETF worth $17.7M as of Q2 2026.
Bensler bought 95,240 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $1.81M.
Principal Spectrum Preferred Securities Active ETF made up 1.56% of Bensler's portfolio in Q2 2026, its #17 holding.
Bensler first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.