Laidlaw Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Laidlaw Wealth Management’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
2025 Q1	–	Sell	-40,160	Closed	-$747K	–	129
2024 Q4	$747K	Buy	40,160 +1,055	+3%	+$19.7K	0.33%	75
2024 Q3	$736K	Buy	39,105 +1,853	+5%	+$34.2K	0.36%	76
2024 Q2	$679K	Buy	37,252 +788	+2%	+$14.3K	0.37%	74
2024 Q1	$662K	Buy	36,464 +6,500	+22%	+$116K	0.37%	82
2023 Q4	$525K	Buy	29,964 +238	+0.8%	+$4.01K	0.19%	123
2023 Q3	$501K	Buy	+29,726	New	+$506K	0.17%	143

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laidlaw Wealth Management's PREF Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2025, closing a stake of 40,160 shares — an estimated $747K sold.

Laidlaw Wealth Management first reported a position in PREF in Q3 2023 and held it in 6 quarters. The position peaked at $747K in Q4 2024. 114 funds tracked by Wall St. Rank hold PREF as of Q1 2025.

Laidlaw Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 40,160 Principal Spectrum Preferred Securities Active ETF shares in Q1 2025, an estimated $747K.
Laidlaw Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $747K in Q4 2024.
114 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.