Harbor Investment Advisory’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Harbor Investment Advisory’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	$95.3K	Hold	5,000	–	–	0.01%	572
2026 Q1	$94.1K	Hold	5,000	–	–	0.01%	520
2025 Q4	$95.3K	Hold	5,000	–	–	0.01%	521
2025 Q3	$95.7K	Hold	5,000	–	–	0.01%	503
2025 Q2	$94.8K	Hold	5,000	–	–	0.01%	499
2025 Q1	$93.5K	Hold	5,000	–	–	0.01%	490
2024 Q4	$93K	Hold	5,000	–	–	0.01%	471
2024 Q3	$94K	Hold	5,000	–	–	0.01%	469
2024 Q2	$91.1K	Buy	+5,000	New	+$90.6K	0.01%	457

Other funds holding PREF

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Harbor Investment Advisory's PREF Position: Q2 2026 in Review

Harbor Investment Advisory held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q2 2026 at 5,000 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #572.

Harbor Investment Advisory first reported a position in PREF in Q2 2024 and has held it in 9 quarters since. The position peaked at $95.7K in Q3 2025. 26 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Harbor Investment Advisory held 5,000 shares of Principal Spectrum Preferred Securities Active ETF worth $95.3K as of Q2 2026.
Harbor Investment Advisory left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q2 2026.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #572 holding.
Harbor Investment Advisory first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2024 and has held it in 9 quarters since.
Harbor Investment Advisory's Principal Spectrum Preferred Securities Active ETF position peaked at $95.7K in Q3 2025.
26 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.