Jones Financial Companies
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Jones Financial Companies’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-933
Closed -$17.8K – 4874
2025
Q4 		$17.8K Buy
+933
New +$17.8K ﹤0.01% 2988

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Jones Financial Companies's PREF Position: Q1 2026 in Review

Jones Financial Companies sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026, closing a stake of 933 shares — an estimated $17.8K sold.

Jones Financial Companies first reported a position in PREF in Q4 2025 and held it in 1 quarter. The position peaked at $17.8K in Q4 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • Jones Financial Companies reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 933 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $17.8K.
  • Jones Financial Companies first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Principal Spectrum Preferred Securities Active ETF position peaked at $17.8K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.