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

GSB 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 Q3	$3.88M	Buy	211,237 +5,582	+3%	+$105K	0.79%	36
2026 Q2	$3.92M	Buy	205,655 +3,449	+2%	+$65.5K	0.79%	40
2026 Q1	$3.81M	Sell	202,206 -6,543	-3%	-$125K	0.86%	34
2025 Q4	$3.98M	Sell	208,749 -31,894	-13%	-$608K	0.9%	32
2025 Q3	$4.6M	Buy	240,643 +16,368	+7%	+$311K	1.04%	25
2025 Q2	$4.25M	Buy	224,275 +31,107	+16%	+$579K	1.04%	23
2025 Q1	$3.61M	Buy	193,168 +127,373	+194%	+$2.38M	0.95%	26
2024 Q4	$1.22M	Buy	+65,795	New	+$1.23M	0.32%	95

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Meadow Creek Wealth Advisors Atlanta, Georgia $170M AUM 25.04% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

GSB Wealth Management's PREF Position: Q3 2026 in Review

GSB Wealth Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 2.7% in Q3 2026, buying an estimated $105K and bringing the position to 211,237 shares worth $3.88M. The position accounts for 0.79% of the portfolio, ranked #36.

GSB Wealth Management first reported a position in PREF in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.6M in Q3 2025. 50 funds tracked by Wall St. Rank hold PREF as of Q3 2026.

GSB Wealth Management held 211,237 shares of Principal Spectrum Preferred Securities Active ETF worth $3.88M as of Q3 2026.
GSB Wealth Management bought 5,582 Principal Spectrum Preferred Securities Active ETF shares in Q3 2026, an estimated $105K.
Principal Spectrum Preferred Securities Active ETF made up 0.79% of GSB Wealth Management's portfolio in Q3 2026, its #36 holding.
GSB Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 8 quarters since.
GSB Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $4.6M in Q3 2025.
50 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.