Carson Wealth (CWM LLC)
PREF icon

Carson Wealth (CWM LLC)’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$206K Buy
10,943
+93
+0.9% +$1.77K ﹤0.01% 2716
2025
Q4 		$207K Buy
10,850
+23
+0.2% +$439 ﹤0.01% 2547
2025
Q3 		$207K Buy
10,827
+292
+3% +$5.54K ﹤0.01% 2417
2025
Q2 		$200K Buy
10,535
+122
+1% +$2.27K ﹤0.01% 2171
2025
Q1 		$195K Buy
10,413
+84
+0.8% +$1.57K ﹤0.01% 1936
2024
Q4 		$192K Buy
10,329
+160
+2% +$2.99K ﹤0.01% 1845
2024
Q3 		$191K Buy
10,169
+397
+4% +$7.33K ﹤0.01% 1780
2024
Q2 		$178K Buy
9,772
+91
+0.9% +$1.65K ﹤0.01% 1644
2024
Q1 		$176K Sell
9,681
-143
-1% -$2.55K ﹤0.01% 1573
2023
Q4 		$172K Buy
9,824
+335
+4% +$5.65K ﹤0.01% 1481
2023
Q3 		$160K Hold
9,489
– – ﹤0.01% 1399
2023
Q2 		$161K Hold
9,489
– – ﹤0.01% 1337
2023
Q1 		$161K Hold
9,489
– – ﹤0.01% 1291
2022
Q4 		$162K Buy
9,489
+28
+0.3% +$474 ﹤0.01% 1179
2022
Q3 		$159K Buy
9,461
+35
+0.4% +$617 ﹤0.01% 1140
2022
Q2 		$163K Hold
9,426
– – ﹤0.01% 1129
2022
Q1 		$179K Hold
9,426
– – ﹤0.01% 1082
2021
Q4 		$191K Buy
+9,426
New +$192K ﹤0.01% 1044
2021
Q2 		$121K Hold
5,815
– – ﹤0.01% 1069
2021
Q1 		$121K Hold
5,815
– – ﹤0.01% 1069
2020
Q4 		$121K Hold
5,815
– – ﹤0.01% 1069
2020
Q3 		$121K Sell
5,815
-23,260
-80% -$464K ﹤0.01% 1069
2020
Q2 		$121K Hold
29,075
– – ﹤0.01% 1069
2020
Q1 		$121K Hold
29,075
– – ﹤0.01% 1069
2019
Q4 		$121K Hold
29,075
– – ﹤0.01% 1069
2019
Q3 		$121K Hold
29,075
– – ﹤0.01% 1069
2019
Q2 		$121K Hold
29,075
– – ﹤0.01% 1069
2019
Q1 		$121K Buy
+29,075
New +$543K ﹤0.01% 1069

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PREF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.86% in Q1 2026, buying an estimated $1.77K and bringing the position to 10,943 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

Carson Wealth (CWM LLC) first reported a position in PREF in Q1 2019 and has held it in 28 quarters since. The position peaked at $207K in Q4 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,943 shares of Principal Spectrum Preferred Securities Active ETF worth $206K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 93 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $1.77K.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2716 holding.
  • Carson Wealth (CWM LLC) first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Principal Spectrum Preferred Securities Active ETF position peaked at $207K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.