MBL Wealth’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

MBL Wealth’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	$305K	Sell	16,000 -500	-3%	-$9.5K	0.02%	278
2026 Q1	$311K	Sell	16,500 -6,000	-27%	-$114K	0.02%	255
2025 Q4	$429K	Sell	22,500 -500	-2%	-$9.54K	0.03%	194
2025 Q3	$440K	Buy	+23,000	New	+$437K	0.04%	168

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MBL Wealth's PREF Position: Q2 2026 in Review

MBL Wealth reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 3% in Q2 2026, selling an estimated $9.5K and leaving 16,000 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #278.

MBL Wealth first reported a position in PREF in Q3 2025 and has held it in 4 quarters since. The position peaked at $440K in Q3 2025. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

MBL Wealth held 16,000 shares of Principal Spectrum Preferred Securities Active ETF worth $305K as of Q2 2026.
MBL Wealth sold 500 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $9.5K.
Principal Spectrum Preferred Securities Active ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #278 holding.
MBL Wealth first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2025 and has held it in 4 quarters since.
MBL Wealth's Principal Spectrum Preferred Securities Active ETF position peaked at $440K in Q3 2025.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.