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

Lifeworks Advisors’s Portfolio PREF Stock Details PREF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.39M Sell
73,375
-3,047
-4% -$57.8K 0.21% 105
2025
Q1 		$1.43M Buy
+76,422
New +$1.43M 0.24% 99