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Colter Lewis Investment Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Colter Lewis Investment Partners’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 		$268K Hold
14,054
– – 0.12% 99
2026
Q1 		$264K Buy
+14,054
New +$268K 0.25% 97

Other funds holding PREF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Colter Lewis Investment Partners's PREF Position: Q2 2026 in Review

Colter Lewis Investment Partners held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q2 2026 at 14,054 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #99.

Colter Lewis Investment Partners first reported a position in PREF in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Colter Lewis Investment Partners held 14,054 shares of Principal Spectrum Preferred Securities Active ETF worth $268K as of Q2 2026.
  • Colter Lewis Investment Partners left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF made up 0.12% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #99 holding.
  • Colter Lewis Investment Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.