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IFC & Insurance Marketing’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-169
Closed -$3K – 515
2025
Q4 		$3K Buy
+169
New +$3.22K ﹤0.01% 605

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IFC & Insurance Marketing's PREF Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026, closing a stake of 169 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in PREF in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 169 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $3K.
  • IFC & Insurance Marketing first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Principal Spectrum Preferred Securities Active ETF position peaked at $3K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.