GGM Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

GGM Wealth 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
2025 Q1	$633K	Buy	+34,241	New	+$640K	0.35%	61

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Wealth Advisors's PREF Position: Q1 2025 in Review

GGM Wealth Advisors opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2025: 34,241 shares worth $633K. The stake represents 0.35% of the portfolio and ranks #61 among its holdings.

114 funds tracked by Wall St. Rank hold PREF as of Q1 2025.

GGM Wealth Advisors held 34,241 shares of Principal Spectrum Preferred Securities Active ETF worth $633K as of Q1 2025.
Principal Spectrum Preferred Securities Active ETF was a new GGM Wealth Advisors position in Q1 2025.
Principal Spectrum Preferred Securities Active ETF made up 0.35% of GGM Wealth Advisors's portfolio in Q1 2025, its #61 holding.
114 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.