Gilliland Jeter Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Gilliland Jeter Wealth 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
2026 Q2	$1.55M	Buy	81,138 +266	+0.3%	+$5.05K	0.41%	62
2026 Q1	$1.52M	Buy	80,872 +2,670	+3%	+$50.9K	0.45%	53
2025 Q4	$1.49M	Sell	78,202 -646	-0.8%	-$12.3K	0.45%	50
2025 Q3	$1.51M	Buy	78,848 +233	+0.3%	+$4.42K	0.47%	47
2025 Q2	$1.49M	Sell	78,615 -78	-0.1%	-$1.45K	0.49%	48
2025 Q1	$1.47M	Sell	78,693 -439	-0.6%	-$8.21K	0.52%	49
2024 Q4	$1.47M	Sell	79,132 -1,960	-2%	-$36.7K	0.5%	48
2024 Q3	$1.53M	Buy	81,092 +215	+0.3%	+$3.97K	0.49%	50
2024 Q2	$1.47M	Sell	80,877 -1,535	-2%	-$27.8K	0.5%	49
2024 Q1	$1.5M	Sell	82,412 -3,512	-4%	-$62.6K	0.52%	48
2023 Q4	$1.5M	Buy	+85,924	New	+$1.45M	0.62%	44

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Gilliland Jeter Wealth Management's PREF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.33% in Q2 2026, buying an estimated $5.05K and bringing the position to 81,138 shares worth $1.55M. The position accounts for 0.41% of the portfolio, ranked #62.

Gilliland Jeter Wealth Management first reported a position in PREF in Q4 2023 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Gilliland Jeter Wealth Management held 81,138 shares of Principal Spectrum Preferred Securities Active ETF worth $1.55M as of Q2 2026.
Gilliland Jeter Wealth Management bought 266 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $5.05K.
Principal Spectrum Preferred Securities Active ETF made up 0.41% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #62 holding.
Gilliland Jeter Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and has held it in 11 quarters since.
72 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.