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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,155
Closed -$170K 248
2022
Q3
$170K Sell
10,155
-1,008
-9% -$17.8K 0.02% 217
2022
Q2
$193K Buy
+11,163
New +$201K 0.03% 218

Other funds holding PREF

Greenwich Wealth Management's PREF Position: Q4 2022 in Review

Greenwich Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2022, closing a stake of 10,155 shares — an estimated $170K sold.

Greenwich Wealth Management first reported a position in PREF in Q2 2022 and held it in 2 quarters. The position peaked at $193K in Q2 2022. 71 funds tracked by Wall St. Rank hold PREF as of Q4 2022.

  • Greenwich Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 10,155 Principal Spectrum Preferred Securities Active ETF shares in Q4 2022, an estimated $170K.
  • Greenwich Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2022 and held it in 2 quarters.
  • Greenwich Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $193K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.