Commonwealth Equity Services’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.83M Sell
253,344
-22,299
-8% -$424K 0.01% 1419
2026
Q1
$5.19M Buy
275,643
+6,960
+3% +$133K 0.01% 1299
2025
Q4
$5.12M Sell
268,683
-19,111
-7% -$365K 0.01% 1302
2025
Q3
$5.51M Sell
287,794
-17,442
-6% -$331K 0.01% 1280
2025
Q2
$5.79M Buy
305,236
+5,613
+2% +$105K 0.01% 1220
2025
Q1
$5.6M Sell
299,623
-3,696
-1% -$69.1K 0.01% 1213
2024
Q4
$5.64M Sell
303,319
-5,053
-2% -$94.6K 0.01% 1165
2024
Q3
$5.8M Sell
308,372
-9,634
-3% -$178K 0.01% 1124
2024
Q2
$5.79M Sell
318,006
-9,398
-3% -$170K 0.01% 1104
2024
Q1
$5.94M Buy
327,404
+7,181
+2% +$128K 0.01% 1065
2023
Q4
$5.61M Buy
320,223
+155
+0% +$2.61K 0.01% 1038
2023
Q3
$5.4M Buy
320,068
+4,821
+2% +$82.1K 0.01% 991
2023
Q2
$5.34M Buy
315,247
+19,620
+7% +$329K 0.01% 997
2023
Q1
$5.02M Buy
295,627
+22,724
+8% +$396K 0.01% 1002
2022
Q4
$4.67M Buy
272,903
+241,559
+771% +$4.09M 0.01% 1001
2022
Q3
$525K Buy
31,344
+5,871
+23% +$104K ﹤0.01% 2369
2022
Q2
$439K Sell
25,473
-16,987
-40% -$306K ﹤0.01% 2500
2022
Q1
$806K Sell
42,460
-2,960
-7% -$57.4K ﹤0.01% 2153
2021
Q4
$921K Sell
45,420
-6,485
-12% -$132K ﹤0.01% 2051
2021
Q3
$1.08M Buy
51,905
+844
+2% +$17.5K ﹤0.01% 1869
2021
Q2
$1.06M Buy
51,061
+12,431
+32% +$256K ﹤0.01% 1867
2021
Q1
$787K Buy
38,630
+2,816
+8% +$57.8K ﹤0.01% 1975
2020
Q4
$740K Buy
35,814
+20,380
+132% +$415K ﹤0.01% 1865
2020
Q3
$309K Buy
15,434
+1,079
+8% +$21.5K ﹤0.01% 2334
2020
Q2
$279K Buy
14,355
+160
+1% +$3.03K ﹤0.01% 2326
2020
Q1
$249K Buy
14,195
+645
+5% +$12.7K ﹤0.01% 2203
2019
Q4
$272K Buy
13,550
+200
+1% +$4.01K ﹤0.01% 2394
2019
Q3
$265K Sell
13,350
-14,305
-52% -$281K ﹤0.01% 2351
2019
Q2
$538K Buy
27,655
+13,415
+94% +$257K ﹤0.01% 1751
2019
Q1
$271K Sell
14,240
-160
-1% -$2.99K ﹤0.01% 2240
2018
Q4
$259K Sell
14,400
-1,445
-9% -$26.8K ﹤0.01% 2134
2018
Q3
$301K Buy
+15,845
New +$301K ﹤0.01% 2162

Other funds holding PREF

Commonwealth Equity Services's PREF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 8.1% in Q2 2026, selling an estimated $424K and leaving 253,344 shares worth $4.83M. The position accounts for 0.01% of the portfolio, ranked #1419.

Commonwealth Equity Services first reported a position in PREF in Q3 2018 and has held it in 32 quarters since. The position peaked at $5.94M in Q1 2024. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Commonwealth Equity Services held 253,344 shares of Principal Spectrum Preferred Securities Active ETF worth $4.83M as of Q2 2026.
  • Commonwealth Equity Services sold 22,299 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $424K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1419 holding.
  • Commonwealth Equity Services first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2018 and has held it in 32 quarters since.
  • Commonwealth Equity Services's Principal Spectrum Preferred Securities Active ETF position peaked at $5.94M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.