Evelyn Partners Asset Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Evelyn Partners Asset Management’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 Q1	$28.2K	Hold	1,500	–	–	0.01%	211
2025 Q4	$28.6K	Buy	+1,500	New	+$28.6K	0.01%	187

Other funds holding PREF

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

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Evelyn Partners Asset Management's PREF Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q1 2026 at 1,500 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #211.

Evelyn Partners Asset Management first reported a position in PREF in Q4 2025 and has held it in 2 quarters since. The position peaked at $28.6K in Q4 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

Evelyn Partners Asset Management held 1,500 shares of Principal Spectrum Preferred Securities Active ETF worth $28.2K as of Q1 2026.
Evelyn Partners Asset Management left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q1 2026.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #211 holding.
Evelyn Partners Asset Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and has held it in 2 quarters since.
Evelyn Partners Asset Management's Principal Spectrum Preferred Securities Active ETF position peaked at $28.6K in Q4 2025.
131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.