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

Creative Planning’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
2025
Q2 		$2.63M Buy
2023
Q1 		– Sell
2022
Q4 		$350K Hold
2022
Q3 		$343K Buy