Financial Gravity Asset Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Financial Gravity 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
2021 Q3	$21K	Buy	+335	New	+$6.96K	0.01%	801

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Gravity Asset Management's PREF Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2021: 335 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings.

64 funds tracked by Wall St. Rank hold PREF as of Q3 2021.

Financial Gravity Asset Management held 335 shares of Principal Spectrum Preferred Securities Active ETF worth $21K as of Q3 2021.
Principal Spectrum Preferred Securities Active ETF was a new Financial Gravity Asset Management position in Q3 2021.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #801 holding.
64 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.