Henderson Brothers Financial Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Henderson Brothers Financial Partners’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	$757K	Sell	39,713 -35,755	-47%	-$679K	0.36%	35
2026 Q1	$1.42M	Buy	+75,468	New	+$1.44M	0.36%	33
2025 Q1	$673K	Buy	+35,287	New	+$660K	0.34%	36

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

Henderson Brothers Financial Partners's PREF Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 47% in Q2 2026, selling an estimated $679K and leaving 39,713 shares worth $757K. The position accounts for 0.36% of the portfolio, ranked #35.

Henderson Brothers Financial Partners first reported a position in PREF in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2026. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Henderson Brothers Financial Partners held 39,713 shares of Principal Spectrum Preferred Securities Active ETF worth $757K as of Q2 2026.
Henderson Brothers Financial Partners sold 35,755 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $679K.
Principal Spectrum Preferred Securities Active ETF made up 0.36% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #35 holding.
Henderson Brothers Financial Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $1.42M in Q1 2026.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.