Cornerstone Advisors Asset Management’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
Q1
$12.2M Buy
648,514
+33,062
+5% +$631K 1.88% 15
2025
Q4
$11.7M Buy
615,452
+52,300
+9% +$998K 1.9% 15
2025
Q3
$10.8M Buy
563,152
+37,204
+7% +$706K 1.88% 14
2025
Q2
$9.98M Buy
525,948
+44,283
+9% +$825K 1.92% 14
2025
Q1
$8.92M Buy
481,665
+33,346
+7% +$623K 1.83% 14
2024
Q4
$8.34M Buy
448,319
+28,579
+7% +$535K 1.8% 14
2024
Q3
$7.9M Buy
419,740
+86,630
+26% +$1.6M 1.75% 14
2024
Q2
$6.07M Buy
333,110
+35,363
+12% +$640K 1.71% 18
2024
Q1
$5.4M Buy
297,747
+38,764
+15% +$691K 1.9% 16
2023
Q4
$4.53M Buy
+258,983
New +$4.37M 1.71% 17

Other funds holding PREF

Cornerstone Advisors Asset Management's PREF Position: Q1 2026 in Review

Cornerstone Advisors Asset Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 5.4% in Q1 2026, buying an estimated $631K and bringing the position to 648,514 shares worth $12.2M. The position accounts for 1.88% of the portfolio, ranked #15.

Cornerstone Advisors Asset Management first reported a position in PREF in Q4 2023 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • Cornerstone Advisors Asset Management held 648,514 shares of Principal Spectrum Preferred Securities Active ETF worth $12.2M as of Q1 2026.
  • Cornerstone Advisors Asset Management bought 33,062 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $631K.
  • Principal Spectrum Preferred Securities Active ETF made up 1.88% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #15 holding.
  • Cornerstone Advisors Asset Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.