MPWT
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MassMutual Private Wealth & Trust’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.57M Sell
134,825
-5,485
-4% -$104K 0.07% 181
2026
Q1 		$2.64M Buy
140,310
+5,595
+4% +$107K 0.07% 175
2025
Q4 		$2.57M Buy
134,715
+1,746
+1% +$33.3K 0.07% 178
2025
Q3 		$2.55M Buy
132,969
+3,783
+3% +$71.8K 0.06% 183
2025
Q2 		$2.45M Sell
129,186
-3,886
-3% -$72.4K 0.07% 185
2025
Q1 		$2.49M Sell
133,072
-7,819
-6% -$146K 0.07% 181
2024
Q4 		$2.62M Buy
140,891
+27,508
+24% +$515K 0.07% 179
2024
Q3 		$2.13M Buy
113,383
+10,008
+10% +$185K 0.06% 198
2024
Q2 		$1.88M Buy
103,375
+338
+0.3% +$6.12K 0.06% 199
2024
Q1 		$1.87M Sell
103,037
-78,085
-43% -$1.39M 0.06% 194
2023
Q4 		$3.17M Buy
181,122
+137,288
+313% +$2.31M 0.11% 166
2023
Q3 		$739K Buy
43,834
+27,462
+168% +$468K 0.03% 245
2023
Q2 		$278K Buy
16,372
+645
+4% +$10.8K 0.01% 337
2023
Q1 		$267K Sell
15,727
-22,163
-58% -$386K 0.01% 331
2022
Q4 		$648K Buy
37,890
+35,751
+1,671% +$605K 0.03% 258
2022
Q3 		$36K Buy
2,139
+1,399
+189% +$24.7K ﹤0.01% 505
2022
Q2 		$13K Buy
+740
New +$13.3K ﹤0.01% 664

Other funds holding PREF

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's PREF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 3.9% in Q2 2026, selling an estimated $104K and leaving 134,825 shares worth $2.57M. The position accounts for 0.07% of the portfolio, ranked #181.

MassMutual Private Wealth & Trust first reported a position in PREF in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.17M in Q4 2023. 54 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 134,825 shares of Principal Spectrum Preferred Securities Active ETF worth $2.57M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5,485 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $104K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.07% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #181 holding.
  • MassMutual Private Wealth & Trust first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2022 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Principal Spectrum Preferred Securities Active ETF position peaked at $3.17M in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.