GRP
PREF icon

Global Retirement Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-5
Closed -$95 – 3987
2025
Q2 		$95 Buy
+5
New +$93 ﹤0.01% 3724
2024
Q4 		$469K Sell
25,184
-17,949
-42% -$336K 0.01% 650
2024
Q3 		$811K Buy
43,133
+1,246
+3% +$23K 0.02% 493
2024
Q2 		$763K Buy
41,887
+5,885
+16% +$107K 0.02% 497
2024
Q1 		$653K Buy
36,002
+3,805
+12% +$67.8K 0.02% 464
2023
Q4 		$568K Buy
32,197
+1,328
+4% +$22.4K 0.02% 467
2023
Q3 		$512K Buy
30,869
+11,693
+61% +$199K 0.03% 431
2023
Q2 		$325K Buy
19,176
+308
+2% +$5.17K 0.02% 549
2023
Q1 		$315K Buy
+18,868
New +$329K 0.02% 539
2022
Q4 		– Sell
-893
Closed -$15K – 3078
2022
Q3 		$15K Buy
893
+14
+2% +$247 ﹤0.01% 1521
2022
Q2 		$15K Buy
879
+3
+0.3% +$54 ﹤0.01% 1471
2022
Q1 		$15K Buy
+876
New +$17K ﹤0.01% 1470
2021
Q4 		– Sell
-2,744
Closed -$57K – 1378
2021
Q3 		$57K Buy
2,744
+17
+0.6% +$353 0.01% 819
2021
Q2 		$57K Buy
2,727
+17
+0.6% +$350 0.01% 804
2021
Q1 		$55K Sell
2,710
-71
-3% -$1.46K 0.01% 753
2020
Q4 		$58K Sell
2,781
-3,007
-52% -$61.2K 0.01% 685
2020
Q3 		$116K Buy
5,788
+23
+0.4% +$458 0.02% 461
2020
Q2 		$112K Hold
5,765
– – 0.02% 465
2020
Q1 		$101K Buy
5,765
+2,960
+106% +$58.1K 0.02% 430
2019
Q4 		$56K Sell
2,805
-195
-7% -$3.91K 0.01% 620
2019
Q3 		$60K Buy
+3,000
New +$58.9K 0.01% 585

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's PREF Position: Q3 2025 in Review

Global Retirement Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2025, closing a stake of 5 shares — an estimated $95 sold.

Global Retirement Partners first reported a position in PREF in Q3 2019 and held it in 21 quarters. The position peaked at $811K in Q3 2024. 125 funds tracked by Wall St. Rank hold PREF as of Q3 2025.

  • Global Retirement Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 5 Principal Spectrum Preferred Securities Active ETF shares in Q3 2025, an estimated $95.
  • Global Retirement Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2019 and held it in 21 quarters.
  • Global Retirement Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $811K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.