Investment Partners’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 | $1.89M | Sell |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.55M | Hold |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $2.23M | Hold |
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|
2023
Q3 | $2.15M | Hold |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $2.16M | Hold |
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|
2022
Q4 | $2.18M | Buy |
|