Grant Private Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Grant Private 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
2025 Q3	–	Sell	-11,159	Closed	-$212K	–	163
2025 Q2	$212K	Buy	+11,159	New	+$208K	0.12%	66

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

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

IFC Advisors Los Angeles, California $699M AUM 17.65% 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

Grant Private Wealth Management's PREF Position: Q3 2025 in Review

Grant Private Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2025, closing a stake of 11,159 shares — an estimated $212K sold.

Grant Private Wealth Management first reported a position in PREF in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 125 funds tracked by Wall St. Rank hold PREF as of Q3 2025.

Grant Private Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2025 after selling out during the quarter.
Grant Private Wealth Management sold 11,159 Principal Spectrum Preferred Securities Active ETF shares in Q3 2025, an estimated $212K.
Grant Private Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2025 and held it in 1 quarter.
Grant Private Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $212K in Q2 2025.
125 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.