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
2025
Q1
$1.75M Sell
2024
Q4
$1.86M Buy
2023
Q1
Sell
2022
Q4
$2.33M Sell
2022
Q3
$2.58M Sell
2022
Q2
$2.66M Sell
2022
Q1
$2.96M Sell
2021
Q4
$3.19M Sell
2021
Q3
$3.93M Sell
2021
Q2
$4M Sell
2021
Q1
$3.99M Sell
2020
Q4
$4.37M Buy
2020
Q3
$4.07M Buy