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 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 $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GSB Wealth Management's PREF Position: Q2 2026 in Review

GSB Wealth Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1.7% in Q2 2026, buying an estimated $65.5K and bringing the position to 205,655 shares worth $3.92M. The position accounts for 0.79% of the portfolio, ranked #40.

GSB Wealth Management first reported a position in PREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q3 2025. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

GSB Wealth Management held 205,655 shares of Principal Spectrum Preferred Securities Active ETF worth $3.92M as of Q2 2026.
GSB Wealth Management bought 3,449 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $65.5K.
Principal Spectrum Preferred Securities Active ETF made up 0.79% of GSB Wealth Management's portfolio in Q2 2026, its #40 holding.
GSB Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 7 quarters since.
GSB Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $4.6M in Q3 2025.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.