CLA (CliftonLarsonAllen) Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 Q2	$1.12M	Buy	58,777 +26,330	+81%	+$500K	0.01%	189
2026 Q1	$611K	Sell	32,447 -17,580	-35%	-$335K	0.01%	196
2025 Q4	$954K	Sell	50,027 -5,583	-10%	-$107K	0.01%	166
2025 Q3	$1.06M	Buy	55,610 +11,725	+27%	+$223K	0.02%	158
2025 Q2	$832K	Buy	+43,885	New	+$817K	0.01%	171
2024 Q1	–	Sell	-72,797	Closed	-$1.27M	–	186
2023 Q4	$1.27M	Buy	72,797 +46,629	+178%	+$786K	0.03%	122
2023 Q3	$441K	Buy	+26,168	New	+$446K	0.01%	161

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CLA (CliftonLarsonAllen) Wealth Advisors's PREF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 81% in Q2 2026, buying an estimated $500K and bringing the position to 58,777 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #189.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PREF in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2023. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 58,777 shares of Principal Spectrum Preferred Securities Active ETF worth $1.12M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 26,330 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $500K.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #189 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2023 and has held it in 7 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $1.27M in Q4 2023.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.