Capital & Planning LLC’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Capital & Planning LLC’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 Q3	$738K	Buy
2025 Q2	$727K	Sell
2025 Q1	$744K	Sell
2024 Q4	$741K	Buy