Coastal Bridge Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
Other funds holding PREF
IA
PS
Coastal Bridge Advisors's PREF Position: Q1 2026 in Review
Coastal Bridge Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 12% in Q1 2026, buying an estimated $69.9K and bringing the position to 34,180 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #279.
Coastal Bridge Advisors first reported a position in PREF in Q4 2024 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.
- Coastal Bridge Advisors held 34,180 shares of Principal Spectrum Preferred Securities Active ETF worth $643K as of Q1 2026.
- Coastal Bridge Advisors bought 3,663 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $69.9K.
- Principal Spectrum Preferred Securities Active ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #279 holding.
- Coastal Bridge Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 5 quarters since.
- 130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.