IBEX Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

IBEX Wealth Advisors’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 Q1	$1.55M	Sell	82,237 -203	-0.2%	-$3.87K	0.14%	88
2025 Q4	$1.57M	Sell	82,440 -11,824	-13%	-$226K	0.15%	92
2025 Q3	$1.8M	Sell	94,264 -1,359	-1%	-$25.8K	0.17%	90
2025 Q2	$1.81M	Buy	95,623 +2,159	+2%	+$40.2K	0.19%	82
2025 Q1	$1.75M	Sell	93,464 -6,672	-7%	-$125K	0.23%	85
2024 Q4	$1.86M	Buy	+100,136	New	+$1.87M	0.22%	83
2023 Q1	–	Sell	-136,274	Closed	-$2.33M	–	156
2022 Q4	$2.33M	Sell	136,274 -17,456	-11%	-$295K	0.53%	60
2022 Q3	$2.58M	Sell	153,730 -208	-0.1%	-$3.67K	0.67%	56
2022 Q2	$2.66M	Sell	153,938 -1,945	-1%	-$35K	0.61%	63
2022 Q1	$2.96M	Sell	155,883 -1,396	-0.9%	-$27.1K	0.57%	67
2021 Q4	$3.19M	Sell	157,279 -32,303	-17%	-$659K	0.56%	70
2021 Q3	$3.93M	Sell	189,582 -3,188	-2%	-$66.2K	0.76%	52
2021 Q2	$4M	Sell	192,770 -3,133	-2%	-$64.4K	0.8%	50
2021 Q1	$3.99M	Sell	195,903 -15,398	-7%	-$316K	0.98%	42
2020 Q4	$4.37M	Buy	211,301 +8,493	+4%	+$173K	1.14%	31
2020 Q3	$4.07M	Buy	+202,808	New	+$4.04M	1.18%	33

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IBEX Wealth Advisors's PREF Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.25% in Q1 2026, selling an estimated $3.87K and leaving 82,237 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #88.

IBEX Wealth Advisors first reported a position in PREF in Q3 2020 and has held it in 16 quarters since. The position peaked at $4.37M in Q4 2020. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

IBEX Wealth Advisors held 82,237 shares of Principal Spectrum Preferred Securities Active ETF worth $1.55M as of Q1 2026.
IBEX Wealth Advisors sold 203 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $3.87K.
Principal Spectrum Preferred Securities Active ETF made up 0.14% of IBEX Wealth Advisors's portfolio in Q1 2026, its #88 holding.
IBEX Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2020 and has held it in 16 quarters since.
IBEX Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $4.37M in Q4 2020.
130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.