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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,330
Closed -$224K – 999
2024
Q1 		$224K Buy
12,330
+11
+0.1% +$200 0.01% 757
2023
Q4 		$216K Buy
+12,319
New +$216K 0.01% 742