Ehrlich Financial Group’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	16,597 +1,878	+13%	+$35.6K	0.2%	79
2025 Q1	$275K	Sell	14,719 -221	-1%	-$4.13K	0.2%	88
2024 Q4	$278K	Buy	14,940 +1,296	+9%	+$24.1K	0.2%	87
2024 Q3	$257K	Buy	+13,644	New	+$257K	0.18%	86