Coastal Bridge Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Coastal Bridge 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	$625K	Sell	32,801 -1,379	-4%	-$26.2K	0.04%	292
2026 Q1	$643K	Buy	34,180 +3,663	+12%	+$69.9K	0.05%	279
2025 Q4	$582K	Hold	30,517	–	–	0.04%	293
2025 Q3	$584K	Buy	30,517 +4,854	+19%	+$92.1K	0.04%	273
2025 Q2	$487K	Hold	25,663	–	–	0.04%	296
2025 Q1	$480K	Buy	25,663 +6,449	+34%	+$121K	0.04%	288
2024 Q4	$358K	Buy	+19,214	New	+$360K	0.09%	106

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

Coastal Bridge Advisors's PREF Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 4% in Q2 2026, selling an estimated $26.2K and leaving 32,801 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #292.

Coastal Bridge Advisors first reported a position in PREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q1 2026. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Coastal Bridge Advisors held 32,801 shares of Principal Spectrum Preferred Securities Active ETF worth $625K as of Q2 2026.
Coastal Bridge Advisors sold 1,379 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $26.2K.
Principal Spectrum Preferred Securities Active ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #292 holding.
Coastal Bridge Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 7 quarters since.
Coastal Bridge Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $643K in Q1 2026.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.