MHR
PREF icon

Matthew Hamilton Rosenberg’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$9.08K Hold
495
– – ﹤0.01% 649
2026
Q2 		$9.44K Hold
495
– – ﹤0.01% 637
2026
Q1 		$9.32K Hold
495
– – ﹤0.01% 625
2025
Q4 		$9.44K Hold
495
– – ﹤0.01% 636
2025
Q3 		$9.47K Hold
495
– – ﹤0.01% 641
2025
Q2 		$9.39K Hold
495
– – ﹤0.01% 662
2025
Q1 		$9.26K Hold
495
– – ﹤0.01% 644
2024
Q4 		$9.21K Hold
495
– – ﹤0.01% 637
2024
Q3 		$9.31K Buy
+495
New +$9.14K ﹤0.01% 631

Other funds holding PREF

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's PREF Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q3 2026 at 495 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Matthew Hamilton Rosenberg first reported a position in PREF in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.47K in Q3 2025. 5 funds tracked by Wall St. Rank hold PREF as of Q3 2026.

  • Matthew Hamilton Rosenberg held 495 shares of Principal Spectrum Preferred Securities Active ETF worth $9.08K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q3 2026.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #649 holding.
  • Matthew Hamilton Rosenberg first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2024 and has held it in 9 quarters since.
  • Matthew Hamilton Rosenberg's Principal Spectrum Preferred Securities Active ETF position peaked at $9.47K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.