Jeff Yass’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Jeff Yass’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	–	Sell	-46,494	Closed	-$875K	–	14280
2026 Q1	$875K	Buy	+46,494	New	+$887K	﹤0.01%	8231
2025 Q3	–	Sell	-31,705	Closed	-$601K	–	13583
2025 Q2	$601K	Buy	31,705 +822	+3%	+$15.3K	﹤0.01%	8747
2025 Q1	$578K	Buy	+30,883	New	+$577K	﹤0.01%	8592
2023 Q4	–	Sell	-11,839	Closed	-$200K	–	13091
2023 Q3	$200K	Buy	+11,839	New	+$202K	﹤0.01%	10233
2022 Q3	–	Sell	-149,920	Closed	-$2.59M	–	13923
2022 Q2	$2.59M	Buy	+149,920	New	+$2.7M	﹤0.01%	4357
2020 Q2	–	Sell	-35,835	Closed	-$629K	–	10737
2020 Q1	$629K	Buy	+35,835	New	+$703K	﹤0.01%	6430

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

Jeff Yass's PREF Position: Q2 2026 in Review

Jeff Yass sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 46,494 shares — an estimated $875K sold.

Jeff Yass first reported a position in PREF in Q1 2020 and held it in 6 quarters. The position peaked at $2.59M in Q2 2022. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Jeff Yass reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 46,494 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $875K.
Jeff Yass first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2020 and held it in 6 quarters.
Jeff Yass's Principal Spectrum Preferred Securities Active ETF position peaked at $2.59M in Q2 2022.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.