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Daymark Wealth Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Daymark Wealth Partners’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 		$7.26M Buy
+381,019
New +$7.24M 0.18% 105

Other funds holding PREF

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Daymark Wealth Partners's PREF Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026: 381,019 shares worth $7.26M. The stake represents 0.18% of the portfolio and ranks #105 among its holdings.

54 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Daymark Wealth Partners held 381,019 shares of Principal Spectrum Preferred Securities Active ETF worth $7.26M as of Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF was a new Daymark Wealth Partners position in Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF made up 0.18% of Daymark Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • 54 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.