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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.58M Buy
397,911
+321,221
+419% +$6.1M 0.47% 45
2026
Q1
$1.44M Buy
76,690
+10,600
+16% +$202K 0.11% 193
2025
Q4
$1.26M Buy
66,090
+8,331
+14% +$159K 0.09% 216
2025
Q3
$1.11M Buy
57,759
+2,156
+4% +$40.9K 0.09% 231
2025
Q2
$1.05M Sell
55,603
-2,700
-5% -$50.3K 0.09% 219
2025
Q1
$1.09M Buy
58,303
+25,773
+79% +$482K 0.1% 197
2024
Q4
$605K Sell
32,530
-9,080
-22% -$170K 0.06% 256
2024
Q3
$783K Buy
41,610
+14,900
+56% +$275K 0.07% 228
2024
Q2
$487K Buy
26,710
+4,352
+19% +$78.8K 0.05% 290
2024
Q1
$406K Buy
22,358
+4,470
+25% +$79.6K 0.04% 342
2023
Q4
$313K Sell
17,888
-2,195
-11% -$37K 0.03% 390
2023
Q3
$339K Buy
20,083
+126
+0.6% +$2.15K 0.03% 363
2023
Q2
$338K Sell
19,957
-63
-0.3% -$1.06K 0.03% 345
2023
Q1
$340K Sell
20,020
-4,048
-17% -$70.5K 0.04% 336
2022
Q4
$412K Sell
24,068
-11
-0% -$186 0.05% 311
2022
Q3
$404K Buy
24,079
+1,208
+5% +$21.3K 0.05% 295
2022
Q2
$395K Hold
22,871
0.05% 302
2022
Q1
$434K Sell
22,871
-220
-1% -$4.27K 0.05% 312
2021
Q4
$468K Buy
23,091
+684
+3% +$13.9K 0.06% 287
2021
Q3
$465K Buy
22,407
+11,041
+97% +$229K 0.06% 281
2021
Q2
$236K Buy
11,366
+1,606
+16% +$33K 0.03% 416
2021
Q1
$199K Buy
+9,760
New +$200K 0.03% 426

Other funds holding PREF

Capital Investment Advisory Services's PREF Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 419% in Q2 2026, buying an estimated $6.1M and bringing the position to 397,911 shares worth $7.58M. The position accounts for 0.47% of the portfolio, ranked #45.

Capital Investment Advisory Services first reported a position in PREF in Q1 2021 and has held it in 22 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Capital Investment Advisory Services held 397,911 shares of Principal Spectrum Preferred Securities Active ETF worth $7.58M as of Q2 2026.
  • Capital Investment Advisory Services bought 321,221 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $6.1M.
  • Principal Spectrum Preferred Securities Active ETF made up 0.47% of Capital Investment Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Capital Investment Advisory Services first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2021 and has held it in 22 quarters since.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.