Concurrent Investment Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Concurrent Investment 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	$1.23M	Buy	+64,728	New	+$1.23M	0.01%	916
2024 Q2	–	Sell	-12,330	Closed	-$224K	–	1064
2024 Q1	$224K	Buy	12,330 +11	+0.1%	+$196	0.01%	764
2023 Q4	$216K	Buy	+12,319	New	+$208K	0.01%	748

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

Concurrent Investment Advisors's PREF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026: 64,728 shares worth $1.23M. The stake represents 0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in PREF as recently as Q1 2024.

Concurrent Investment Advisors first reported a position in PREF in Q4 2023 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Concurrent Investment Advisors held 64,728 shares of Principal Spectrum Preferred Securities Active ETF worth $1.23M as of Q2 2026.
Principal Spectrum Preferred Securities Active ETF was a new Concurrent Investment Advisors position in Q2 2026.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #916 holding.
Concurrent Investment Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and has held it in 3 quarters since.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.