EP Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

EP Wealth Advisors’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	$676K	Buy	+35,471	New	+$674K	﹤0.01%	894

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's PREF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026: 35,471 shares worth $676K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

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

EP Wealth Advisors held 35,471 shares of Principal Spectrum Preferred Securities Active ETF worth $676K as of Q2 2026.
Principal Spectrum Preferred Securities Active ETF was a new EP Wealth Advisors position in Q2 2026.
Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #894 holding.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.