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
2026 Q2	$2.87M	Buy	150,776 +5,822	+4%	+$111K	﹤0.01%	1814
2026 Q1	$2.73M	Buy	144,954 +1,228	+0.9%	+$23.4K	﹤0.01%	1663
2025 Q4	$2.74M	Buy	143,726 +3,149	+2%	+$60.1K	﹤0.01%	1451
2025 Q3	$2.69M	Buy	140,577 +2,190	+2%	+$41.6K	﹤0.01%	1308
2025 Q2	$2.63M	Buy	+138,387	New	+$2.58M	﹤0.01%	1123
2023 Q1	–	Sell	-20,446	Closed	-$350K	–	2745
2022 Q4	$350K	Hold	20,446	–	–	﹤0.01%	1626
2022 Q3	$343K	Buy	+20,446	New	+$361K	﹤0.01%	1560

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

Creative Planning's PREF Position: Q2 2026 in Review

Creative Planning increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 4% in Q2 2026, buying an estimated $111K and bringing the position to 150,776 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Creative Planning first reported a position in PREF in Q3 2022 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Creative Planning held 150,776 shares of Principal Spectrum Preferred Securities Active ETF worth $2.87M as of Q2 2026.
Creative Planning bought 5,822 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $111K.
Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1814 holding.
Creative Planning first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2022 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.