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
2025 Q3	$1.06M	Buy
2025 Q2	$832K	Buy
2024 Q1	–	Sell
2023 Q4	$1.27M	Buy
2023 Q3	$441K	Buy