Farther Finance Advisors’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 | $17.4K | Sell |
915
-13,374
| -94% | -$254K | ﹤0.01% | 2765 |
|
2025
Q1 | $266K | Sell |
14,289
-11,411
| -44% | -$213K | 0.01% | 1098 |
|
2024
Q4 | $478K | Sell |
25,700
-2,224
| -8% | -$41.4K | 0.02% | 606 |
|
2024
Q3 | $525K | Buy |
27,924
+9,009
| +48% | +$169K | 0.02% | 571 |
|
2024
Q2 | $344K | Buy |
18,915
+3,087
| +20% | +$56.2K | 0.02% | 616 |
|
2024
Q1 | $286K | Buy |
15,828
+15,450
| +4,087% | +$279K | 0.02% | 571 |
|
2023
Q4 | $6.62K | Sell |
378
-79
| -17% | -$1.38K | ﹤0.01% | 1827 |
|
2023
Q3 | $7.71K | Sell |
457
-2,994
| -87% | -$50.5K | ﹤0.01% | 1371 |
|
2023
Q2 | $58.5K | Buy |
+3,451
| New | +$58.5K | 0.01% | 620 |
|