Cape Investment Advisory’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Cape Investment Advisory’s Portfolio PREF Stock Details PREF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.59K	Sell
2025 Q1	$10K	Sell
2024 Q4	$11.6K	Buy