CIBC Private Wealth Group’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

CIBC Private Wealth Group’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 Q4	–	Sell	-1,500	Closed	-$28.7K	–	3513
2025 Q3	$28.7K	Hold	1,500	–	–	﹤0.01%	2024
2025 Q2	$28.5K	Hold	1,500	–	–	﹤0.01%	1889
2025 Q1	$27.4K	Sell	1,500 -1,166	-44%	-$21.8K	﹤0.01%	1877
2024 Q4	$49.6K	Hold	2,666	–	–	﹤0.01%	1683
2024 Q3	$50.1K	Buy	2,666 +1,166	+78%	+$21.5K	﹤0.01%	1772
2024 Q2	$27.4K	Buy	+1,500	New	+$27.2K	﹤0.01%	1915
2022 Q2	–	Sell	-70,733	Closed	-$1.34M	–	1274
2022 Q1	$1.34M	Hold	70,733	–	–	﹤0.01%	592
2021 Q4	$1.43M	Hold	70,733	–	–	﹤0.01%	576
2021 Q3	$1.47M	Buy	70,733 +12,025	+20%	+$250K	﹤0.01%	551
2021 Q2	$1.22M	Hold	58,708	–	–	﹤0.01%	624
2021 Q1	$1.2M	Hold	58,708	–	–	﹤0.01%	633
2020 Q4	$1.21M	Buy	+58,708	New	+$1.19M	﹤0.01%	595

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

CIBC Private Wealth Group's PREF Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2025, closing a stake of 1,500 shares — an estimated $28.7K sold.

CIBC Private Wealth Group first reported a position in PREF in Q4 2020 and held it in 12 quarters. The position peaked at $1.47M in Q3 2021. 133 funds tracked by Wall St. Rank hold PREF as of Q4 2025.

CIBC Private Wealth Group reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1,500 Principal Spectrum Preferred Securities Active ETF shares in Q4 2025, an estimated $28.7K.
CIBC Private Wealth Group first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2020 and held it in 12 quarters.
CIBC Private Wealth Group's Principal Spectrum Preferred Securities Active ETF position peaked at $1.47M in Q3 2021.
133 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.