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CX Institutional’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

CX Institutional’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
Q1 		– Sell
-772
Closed -$15K – 1640
2025
Q4 		$15K Buy
+772
New +$14.7K ﹤0.01% 1138

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

CX Institutional's PREF Position: Q1 2026 in Review

CX Institutional sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026, closing a stake of 772 shares — an estimated $15K sold.

CX Institutional first reported a position in PREF in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • CX Institutional reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 772 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $15K.
  • CX Institutional first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's Principal Spectrum Preferred Securities Active ETF position peaked at $15K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.