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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-162
Closed -$3.03K – 761
2025
Q1 		$3.03K Buy
+162
New +$3.03K ﹤0.01% 715

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caldwell Trust's PREF Position: Q2 2025 in Review

Caldwell Trust sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2025, closing a stake of 162 shares — an estimated $3.03K sold.

Caldwell Trust first reported a position in PREF in Q1 2025 and held it in 1 quarter. The position peaked at $3.03K in Q1 2025. 123 funds tracked by Wall St. Rank hold PREF as of Q2 2025.

  • Caldwell Trust reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Trust sold 162 Principal Spectrum Preferred Securities Active ETF shares in Q2 2025, an estimated $3.03K.
  • Caldwell Trust first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2025 and held it in 1 quarter.
  • Caldwell Trust's Principal Spectrum Preferred Securities Active ETF position peaked at $3.03K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2025.

Based on Caldwell Trust's 13F filing for Q2 2025, filed 22 Sep 2025.