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
2025
Q3
$1.11M Buy
2025
Q2
$1.05M Sell
2025
Q1
$1.09M Buy
2024
Q4
$605K Sell
2024
Q3
$783K Buy
2024
Q2
$487K Buy
2024
Q1
$406K Buy
2023
Q4
$313K Sell
2023
Q3
$339K Buy
2023
Q2
$338K Sell
2023
Q1
$340K Sell
2022
Q4
$412K Sell
2022
Q3
$404K Buy
2022
Q2
$395K Hold
2022
Q1
$434K Sell
2021
Q4
$468K Buy
2021
Q3
$465K Buy
2021
Q2
$236K Buy
2021
Q1
$199K Buy