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

Caldwell Trust’s Portfolio PREF Stock Details PREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-162
2025
Q1 		$3.03K Buy
+162