GWM
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.25M Buy
224,275
+31,107
+16% +$590K 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 +$1.22M 0.32% 95