Cambridge Investment Research Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Cambridge Investment Research Advisors’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	$508K	Buy	26,671 +1,365	+5%	+$25.9K	﹤0.01%	2939
2026 Q1	$476K	Buy	25,306 +2,269	+10%	+$43.3K	﹤0.01%	2848
2025 Q4	$439K	Buy	23,037 +379	+2%	+$7.23K	﹤0.01%	2848
2025 Q3	$434K	Buy	22,658 +919	+4%	+$17.4K	﹤0.01%	2803
2025 Q2	$412K	Buy	21,739 +1,086	+5%	+$20.2K	﹤0.01%	2715
2025 Q1	$386K	Buy	20,653 +669	+3%	+$12.5K	﹤0.01%	2662
2024 Q4	$372K	Sell	19,984 -831	-4%	-$15.6K	﹤0.01%	2665
2024 Q3	$392K	Sell	20,815 -778	-4%	-$14.4K	﹤0.01%	2612
2024 Q2	$393K	Sell	21,593 -1,510	-7%	-$27.3K	﹤0.01%	2485
2024 Q1	$419K	Buy	23,103 +2,279	+11%	+$40.6K	﹤0.01%	2429
2023 Q4	$365K	Buy	20,824 +3,680	+21%	+$62K	﹤0.01%	2449
2023 Q3	$289K	Sell	17,144 -4,205	-20%	-$71.6K	﹤0.01%	2517
2023 Q2	$362K	Sell	21,349 -7,936	-27%	-$133K	﹤0.01%	2387
2023 Q1	$498K	Sell	29,285 -10,146	-26%	-$177K	﹤0.01%	2075
2022 Q4	$675K	Sell	39,431 -21,202	-35%	-$359K	﹤0.01%	1794
2022 Q3	$1.02M	Sell	60,633 -21,136	-26%	-$373K	0.01%	1460
2022 Q2	$1.41M	Sell	81,769 -5,519	-6%	-$99.4K	0.01%	1231
2022 Q1	$1.66M	Sell	87,288 -832	-0.9%	-$16.1K	0.01%	1252
2021 Q4	$1.79M	Buy	88,120 +45,402	+106%	+$926K	0.01%	1213
2021 Q3	$886K	Sell	42,718 -1,229	-3%	-$25.5K	﹤0.01%	1634
2021 Q2	$911K	Buy	43,947 +13	+0%	+$267	﹤0.01%	1595
2021 Q1	$895K	Sell	43,934 -3,577	-8%	-$73.5K	﹤0.01%	1507
2020 Q4	$983K	Buy	47,511 +1,011	+2%	+$20.6K	0.01%	1313
2020 Q3	$934K	Buy	46,500 +335	+0.7%	+$6.68K	0.01%	1227
2020 Q2	$897K	Sell	46,165 -3,165	-6%	-$60K	0.01%	1187
2020 Q1	$866K	Buy	49,330 +17,520	+55%	+$344K	0.01%	1047
2019 Q4	$640K	Buy	+31,810	New	+$638K	﹤0.01%	1420

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

Cambridge Investment Research Advisors's PREF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 5.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 26,671 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Cambridge Investment Research Advisors first reported a position in PREF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2021. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Cambridge Investment Research Advisors held 26,671 shares of Principal Spectrum Preferred Securities Active ETF worth $508K as of Q2 2026.
Cambridge Investment Research Advisors bought 1,365 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $25.9K.
Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2939 holding.
Cambridge Investment Research Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2019 and has held it in 27 quarters since.
Cambridge Investment Research Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $1.79M in Q4 2021.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.