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

IFC 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 Q2	$52.9M	Buy	2,773,798 +43,466	+2%	+$826K	6.71%	4
2026 Q1	$51.4M	Buy	2,730,332 +48,223	+2%	+$920K	7.35%	4
2025 Q4	$51.1M	Buy	2,682,109 +59,145	+2%	+$1.13M	7.47%	3
2025 Q3	$50.2M	Sell	2,622,964 -196,178	-7%	-$3.72M	9.2%	2
2025 Q2	$53.5M	Buy	2,819,142 +41,413	+1%	+$771K	10%	2
2025 Q1	$51.9M	Buy	2,777,729 +415,177	+18%	+$7.76M	10.84%	2
2024 Q4	$44M	Buy	+2,362,552	New	+$44.2M	9.58%	2

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IFC Advisors's PREF Position: Q2 2026 in Review

IFC Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1.6% in Q2 2026, buying an estimated $826K and bringing the position to 2,773,798 shares worth $52.9M. The position accounts for 6.71% of the portfolio, ranked #4.

IFC Advisors first reported a position in PREF in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.5M in Q2 2025. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

IFC Advisors held 2,773,798 shares of Principal Spectrum Preferred Securities Active ETF worth $52.9M as of Q2 2026.
IFC Advisors bought 43,466 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $826K.
Principal Spectrum Preferred Securities Active ETF made up 6.71% of IFC Advisors's portfolio in Q2 2026, its #4 holding.
IFC Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 7 quarters since.
IFC Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $53.5M in Q2 2025.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.