FCI
PREF icon

Financial Counselors Inc’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Financial Counselors Inc’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
2024
Q4 		– Sell
-11,851
Closed -$223K – 599
2024
Q3 		$223K Buy
+11,851
New +$219K ﹤0.01% 552

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Financial Counselors Inc's PREF Position: Q4 2024 in Review

Financial Counselors Inc sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2024, closing a stake of 11,851 shares — an estimated $223K sold.

Financial Counselors Inc first reported a position in PREF in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 104 funds tracked by Wall St. Rank hold PREF as of Q4 2024.

  • Financial Counselors Inc reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 11,851 Principal Spectrum Preferred Securities Active ETF shares in Q4 2024, an estimated $223K.
  • Financial Counselors Inc first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2024 and held it in 1 quarter.
  • Financial Counselors Inc's Principal Spectrum Preferred Securities Active ETF position peaked at $223K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.