LexAurum Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

LexAurum Advisors’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	$1.15M	Buy	60,194 +10,042	+20%	+$191K	0.13%	138
2026 Q1	$944K	Buy	+50,152	New	+$957K	0.12%	142
2025 Q3	$851K	Buy	44,477 +9,989	+29%	+$190K	0.12%	139
2025 Q2	$654K	Buy	34,488 +6,270	+22%	+$117K	0.1%	163
2025 Q1	$528K	Buy	28,218 +4,278	+18%	+$80K	0.1%	180
2024 Q4	$446K	Buy	23,940 +6,847	+40%	+$128K	0.09%	197
2024 Q3	$322K	Buy	17,093 +5,063	+42%	+$93.4K	0.07%	223
2024 Q2	$219K	Buy	+12,030	New	+$218K	0.05%	267

Other funds holding PREF

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

LexAurum Advisors's PREF Position: Q2 2026 in Review

LexAurum Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 20% in Q2 2026, buying an estimated $191K and bringing the position to 60,194 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #138.

LexAurum Advisors first reported a position in PREF in Q2 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

LexAurum Advisors held 60,194 shares of Principal Spectrum Preferred Securities Active ETF worth $1.15M as of Q2 2026.
LexAurum Advisors bought 10,042 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $191K.
Principal Spectrum Preferred Securities Active ETF made up 0.13% of LexAurum Advisors's portfolio in Q2 2026, its #138 holding.
LexAurum Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.