FFA
PREF icon

Farther Finance Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Farther Finance 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
Q3 		$21.6K Sell
1,179
-984
-45% -$18.5K ﹤0.01% 4078
2026
Q2 		$41.2K Buy
2,163
+1,412
+188% +$26.8K ﹤0.01% 3397
2026
Q1 		$14.1K Buy
751
+6
+0.8% +$114 ﹤0.01% 3896
2025
Q4 		$14.2K Buy
745
+13
+2% +$248 ﹤0.01% 3670
2025
Q3 		$14K Sell
732
-183
-20% -$3.47K ﹤0.01% 3258
2025
Q2 		$17.4K Sell
915
-13,374
-94% -$249K ﹤0.01% 2772
2025
Q1 		$266K Sell
14,289
-11,411
-44% -$213K 0.01% 1099
2024
Q4 		$478K Sell
25,700
-2,224
-8% -$41.6K 0.02% 606
2024
Q3 		$525K Buy
27,924
+9,009
+48% +$166K 0.02% 571
2024
Q2 		$344K Buy
18,915
+3,087
+20% +$55.9K 0.02% 616
2024
Q1 		$286K Buy
15,828
+15,450
+4,087% +$275K 0.02% 571
2023
Q4 		$6.62K Sell
378
-79
-17% -$1.33K ﹤0.01% 1827
2023
Q3 		$7.71K Sell
457
-2,994
-87% -$51K ﹤0.01% 1371
2023
Q2 		$58.5K Buy
+3,451
New +$57.9K 0.01% 620

Other funds holding PREF

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors's PREF Position: Q3 2026 in Review

Farther Finance Advisors reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 45% in Q3 2026, selling an estimated $18.5K and leaving 1,179 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

Farther Finance Advisors first reported a position in PREF in Q2 2023 and has held it in 14 quarters since. The position peaked at $525K in Q3 2024. 5 funds tracked by Wall St. Rank hold PREF as of Q3 2026.

  • Farther Finance Advisors held 1,179 shares of Principal Spectrum Preferred Securities Active ETF worth $21.6K as of Q3 2026.
  • Farther Finance Advisors sold 984 Principal Spectrum Preferred Securities Active ETF shares in Q3 2026, an estimated $18.5K.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4078 holding.
  • Farther Finance Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $525K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.