Everett Harris & Co’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Everett Harris & Co’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	–	Sell	-13,000	Closed	-$248K	–	341
2025 Q4	$248K	Sell	13,000 -10,500	-45%	-$200K	﹤0.01%	300
2025 Q3	$450K	Hold	23,500	–	–	0.01%	231
2025 Q2	$446K	Buy	+23,500	New	+$438K	0.01%	234

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

Everett Harris & Co's PREF Position: Q1 2026 in Review

Everett Harris & Co sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026, closing a stake of 13,000 shares — an estimated $248K sold.

Everett Harris & Co first reported a position in PREF in Q2 2025 and held it in 3 quarters. The position peaked at $450K in Q3 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

Everett Harris & Co reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2026 after selling out during the quarter.
Everett Harris & Co sold 13,000 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $248K.
Everett Harris & Co first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2025 and held it in 3 quarters.
Everett Harris & Co's Principal Spectrum Preferred Securities Active ETF position peaked at $450K in Q3 2025.
131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.