Goldstein Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
Other funds holding PREF
RJFSA
Goldstein Advisors's PREF Position: Q2 2023 in Review
Goldstein Advisors sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2023, closing a stake of 423,809 shares — an estimated $7.2M sold.
Goldstein Advisors first reported a position in PREF in Q4 2022 and held it in 2 quarters. The position peaked at $7.2M in Q1 2023. 63 funds tracked by Wall St. Rank hold PREF as of Q2 2023.
- Goldstein Advisors reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2023 after selling out during the quarter.
- Goldstein Advisors sold 423,809 Principal Spectrum Preferred Securities Active ETF shares in Q2 2023, an estimated $7.2M.
- Goldstein Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2022 and held it in 2 quarters.
- Goldstein Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $7.2M in Q1 2023.
- 63 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2023.
Based on Goldstein Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.