IBEX Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.66M | Sell |
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|
2022
Q1 | $2.96M | Sell |
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|
2021
Q4 | $3.19M | Sell |
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|
2021
Q3 | $3.93M | Sell |
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|
2021
Q2 | $4M | Sell |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $4.37M | Buy |
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|
2020
Q3 | $4.07M | Buy |
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