IFP 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 | $371K | Hold |
|
|||||
|
2025
Q1 | $365K | Buy |
|
|||||
|
2024
Q4 | $176K | Buy |
|
|||||
|
2024
Q3 | $29.9K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1K | Hold |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Hold |
|
|||||
|
2022
Q1 | $1K | Sell |
|
|||||
|
2021
Q4 | $28K | Sell |
|
|||||
|
2021
Q3 | $569K | Buy |
|
|||||
|
2021
Q2 | $460K | Buy |
|
|||||
|
2021
Q1 | $400K | Buy |
|
|||||
|
2020
Q4 | $3K | Buy |
|
|||||
|
2020
Q3 | $2K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $24K | Hold |
|
|||||
|
2018
Q2 | $24K | Buy |
|