Legacy Bridge’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Legacy Bridge’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	$2.34M	Sell	122,830 -715	-0.6%	-$13.6K	0.72%	44
2026 Q1	$2.33M	Sell	123,545 -2,060	-2%	-$39.3K	0.89%	29
2025 Q4	$2.4M	Sell	125,605 -3,740	-3%	-$71.3K	0.97%	25
2025 Q3	$2.48M	Sell	129,345 -1,015	-0.8%	-$19.3K	1.03%	23
2025 Q2	$2.47M	Sell	130,360 -6,105	-4%	-$114K	1.17%	22
2025 Q1	$2.55M	Buy	136,465 +3,685	+3%	+$68.9K	1.42%	13
2024 Q4	$2.47M	Buy	132,780 +350	+0.3%	+$6.55K	1.29%	16
2024 Q3	$2.49M	Buy	+132,430	New	+$2.44M	1.34%	13

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

Legacy Bridge's PREF Position: Q2 2026 in Review

Legacy Bridge reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.58% in Q2 2026, selling an estimated $13.6K and leaving 122,830 shares worth $2.34M. The position accounts for 0.72% of the portfolio, ranked #44.

Legacy Bridge first reported a position in PREF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q1 2025. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Legacy Bridge held 122,830 shares of Principal Spectrum Preferred Securities Active ETF worth $2.34M as of Q2 2026.
Legacy Bridge sold 715 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $13.6K.
Principal Spectrum Preferred Securities Active ETF made up 0.72% of Legacy Bridge's portfolio in Q2 2026, its #44 holding.
Legacy Bridge first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Bridge's Principal Spectrum Preferred Securities Active ETF position peaked at $2.55M in Q1 2025.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.