Creative Planning’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.63M	Buy	+138,387	New	+$2.63M	﹤0.01%	1120
2023 Q1	–	Sell	-20,446	Closed	-$350K	–	2622
2022 Q4	$350K	Hold	20,446	–	–	﹤0.01%	1619
2022 Q3	$343K	Buy	+20,446	New	+$343K	﹤0.01%	1551