MIA
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MainStreet Investment Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

MainStreet Investment 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 		$2.63M Sell
137,845
-2,465
-2% -$46.8K 0.36% 68
2026
Q1 		$2.64M Buy
140,310
+4,660
+3% +$88.9K 0.4% 62
2025
Q4 		$2.59M Sell
135,650
-839
-0.6% -$16K 0.37% 62
2025
Q3 		$2.61M Buy
136,489
+5,448
+4% +$103K 0.35% 65
2025
Q2 		$2.49M Sell
131,041
-896
-0.7% -$16.7K 0.34% 71
2025
Q1 		$2.47M Sell
131,937
-10,809
-8% -$202K 0.36% 69
2024
Q4 		$2.66M Buy
142,746
+33,809
+31% +$633K 0.37% 67
2024
Q3 		$2.05M Buy
108,937
+3,527
+3% +$65.1K 0.27% 75
2024
Q2 		$1.92M Sell
105,410
-68,097
-39% -$1.23M 0.24% 78
2024
Q1 		$3.15M Hold
173,507
– – 0.38% 66
2023
Q4 		$3.04M Buy
173,507
+86,519
+99% +$1.46M 0.34% 66
2023
Q3 		$1.47M Buy
86,988
+24,148
+38% +$411K 0.17% 85
2023
Q2 		$1.07M Sell
62,840
-16,864
-21% -$283K 0.12% 93
2023
Q1 		$1.35M Sell
79,704
-31,905
-29% -$556K 0.15% 92
2022
Q4 		$1.91M Buy
111,609
+23,949
+27% +$405K 0.21% 82
2022
Q3 		$1.47M Hold
87,660
– – 0.18% 83
2022
Q2 		$1.51M Sell
87,660
-4,992
-5% -$90K 0.17% 82
2022
Q1 		$1.76M Sell
92,652
-5,085
-5% -$98.7K 0.16% 85
2021
Q4 		$1.98M Sell
97,737
-15,219
-13% -$310K 0.17% 83
2021
Q3 		$2.34M Sell
112,956
-26,815
-19% -$557K 0.23% 77
2021
Q2 		$2.9M Buy
139,771
+56,202
+67% +$1.16M 0.25% 80
2021
Q1 		$1.7M Buy
+83,569
New +$1.72M 0.14% 88

Other funds holding PREF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MainStreet Investment Advisors's PREF Position: Q2 2026 in Review

MainStreet Investment Advisors reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1.8% in Q2 2026, selling an estimated $46.8K and leaving 137,845 shares worth $2.63M. The position accounts for 0.36% of the portfolio, ranked #68.

MainStreet Investment Advisors first reported a position in PREF in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.15M in Q1 2024. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • MainStreet Investment Advisors held 137,845 shares of Principal Spectrum Preferred Securities Active ETF worth $2.63M as of Q2 2026.
  • MainStreet Investment Advisors sold 2,465 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $46.8K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.36% of MainStreet Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • MainStreet Investment Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2021 and has held it in 22 quarters since.
  • MainStreet Investment Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $3.15M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.