Investment Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Investment Partners’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	$1.89M	Sell	99,063 -478	-0.5%	-$9.08K	0.59%	48
2026 Q1	$1.87M	Hold	99,541	–	–	0.67%	43
2025 Q4	$1.9M	Hold	99,541	–	–	0.66%	42
2025 Q3	$1.91M	Hold	99,541	–	–	0.67%	38
2025 Q2	$1.89M	Sell	99,541 -27,367	-22%	-$510K	0.71%	39
2025 Q1	$2.37M	Sell	126,908 -10,223	-7%	-$191K	0.98%	29
2024 Q4	$2.55M	Hold	137,131	–	–	1.05%	29
2024 Q3	$2.58M	Sell	137,131 -1,846	-1%	-$34.1K	1.07%	29
2024 Q2	$2.53M	Buy	138,977 +7,713	+6%	+$140K	1.14%	27
2024 Q1	$2.38M	Buy	131,264 +3,793	+3%	+$67.6K	1.08%	29
2023 Q4	$2.23M	Hold	127,471	–	–	1.1%	28
2023 Q3	$2.15M	Hold	127,471	–	–	1.13%	27
2023 Q2	$2.16M	Buy	127,471 +228	+0.2%	+$3.83K	1.13%	25
2023 Q1	$2.16M	Hold	127,243	–	–	1.13%	25
2022 Q4	$2.18M	Buy	+127,243	New	+$2.15M	1.15%	25

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

Investment Partners's PREF Position: Q2 2026 in Review

Investment Partners reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.48% in Q2 2026, selling an estimated $9.08K and leaving 99,063 shares worth $1.89M. The position accounts for 0.59% of the portfolio, ranked #48.

Investment Partners first reported a position in PREF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q3 2024. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Investment Partners held 99,063 shares of Principal Spectrum Preferred Securities Active ETF worth $1.89M as of Q2 2026.
Investment Partners sold 478 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $9.08K.
Principal Spectrum Preferred Securities Active ETF made up 0.59% of Investment Partners's portfolio in Q2 2026, its #48 holding.
Investment Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2022 and has held it in 15 quarters since.
Investment Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $2.58M in Q3 2024.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.