Envestnet Asset Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
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|
2025
Q1 | $4.72M | Buy |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $9.35M | Buy |
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|
2024
Q1 | $9.09M | Buy |
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|
2023
Q4 | $7.93M | Sell |
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|
2023
Q3 | $8.62M | Buy |
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|
2023
Q2 | $7.81M | Sell |
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|
2023
Q1 | $8.54M | Buy |
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|
2022
Q4 | $7.83M | Buy |
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|
2022
Q3 | $7.18M | Buy |
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|
2022
Q2 | $7.01M | Sell |
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|
2022
Q1 | $9.26M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $857K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
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