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

IFP 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	$114K	Buy	5,956 +3,017	+103%	+$57.3K	﹤0.01%	1890
2026 Q1	$55.3K	Buy	2,939 +386	+15%	+$7.36K	﹤0.01%	2186
2025 Q4	$48.7K	Hold	2,553	–	–	﹤0.01%	2202
2025 Q3	$48.9K	Sell	2,553 -16,987	-87%	-$322K	﹤0.01%	2085
2025 Q2	$371K	Hold	19,540	–	–	0.01%	960
2025 Q1	$365K	Buy	19,540 +10,057	+106%	+$188K	0.01%	894
2024 Q4	$176K	Buy	9,483 +7,894	+497%	+$148K	0.01%	1185
2024 Q3	$29.9K	Buy	+1,589	New	+$29.3K	﹤0.01%	1966
2023 Q1	–	Sell	-15	Closed	-$1K	–	4181
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	4448
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	4648
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	4420
2022 Q1	$1K	Sell	15 -1,374	-99%	-$26.7K	﹤0.01%	4418
2021 Q4	$28K	Sell	1,389 -25,953	-95%	-$529K	﹤0.01%	1803
2021 Q3	$569K	Buy	27,342 +4,989	+22%	+$104K	0.01%	550
2021 Q2	$460K	Buy	22,353 +2,607	+13%	+$53.6K	0.01%	573
2021 Q1	$400K	Buy	19,746 +19,594	+12,891%	+$402K	0.01%	591
2020 Q4	$3K	Buy	152 +67	+79%	+$1.36K	﹤0.01%	2520
2020 Q3	$2K	Buy	+85	New	+$1.69K	﹤0.01%	2504
2018 Q4	–	Sell	-1,250	Closed	-$24K	–	3793
2018 Q3	$24K	Hold	1,250	–	–	﹤0.01%	2360
2018 Q2	$24K	Buy	+1,250	New	+$24K	﹤0.01%	2362

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

IFC Advisors Los Angeles, California $788M AUM 19.88% 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

IFP Advisors's PREF Position: Q2 2026 in Review

IFP Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 103% in Q2 2026, buying an estimated $57.3K and bringing the position to 5,956 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

IFP Advisors first reported a position in PREF in Q2 2018 and has held it in 20 quarters since. The position peaked at $569K in Q3 2021. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

IFP Advisors held 5,956 shares of Principal Spectrum Preferred Securities Active ETF worth $114K as of Q2 2026.
IFP Advisors bought 3,017 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $57.3K.
Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1890 holding.
IFP Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2018 and has held it in 20 quarters since.
IFP Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $569K in Q3 2021.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.