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Diversified Trust’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Diversified Trust’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 		$381K Sell
19,994
-5,339
-21% -$101K 0.01% 839
2026
Q1 		$477K Hold
25,333
– – 0.01% 703
2025
Q4 		$483K Buy
+25,333
New +$483K 0.01% 662

Other funds holding PREF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Diversified Trust's PREF Position: Q2 2026 in Review

Diversified Trust reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 21% in Q2 2026, selling an estimated $101K and leaving 19,994 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #839.

Diversified Trust first reported a position in PREF in Q4 2025 and has held it in 3 quarters since. The position peaked at $483K in Q4 2025. 24 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Diversified Trust held 19,994 shares of Principal Spectrum Preferred Securities Active ETF worth $381K as of Q2 2026.
  • Diversified Trust sold 5,339 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $101K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #839 holding.
  • Diversified Trust first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversified Trust's Principal Spectrum Preferred Securities Active ETF position peaked at $483K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.