Meadow Creek Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.81M Buy
149,078
+9,902
+7% +$189K 1.82% 11
2025
Q4
$2.65M Buy
139,176
+2,607
+2% +$49.7K 1.7% 14
2025
Q3
$2.61M Buy
136,569
+6,134
+5% +$116K 1.73% 13
2025
Q2
$2.47M Buy
130,435
+16,762
+15% +$312K 1.67% 14
2025
Q1
$2.13M Buy
113,673
+7,755
+7% +$145K 1.59% 14
2024
Q4
$1.97M Buy
105,918
+23,456
+28% +$439K 1.42% 15
2024
Q3
$1.55M Hold
82,462
1.23% 21
2024
Q2
$1.5M Sell
82,462
-56,760
-41% -$1.03M 1.42% 19
2024
Q1
$2.53M Sell
139,222
-290
-0.2% -$5.17K 1.76% 11
2023
Q4
$2.44M Buy
+139,512
New +$2.35M 2.38% 7

Other funds holding PREF

Meadow Creek Wealth Advisors's PREF Position: Q1 2026 in Review

Meadow Creek Wealth Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 7.1% in Q1 2026, buying an estimated $189K and bringing the position to 149,078 shares worth $2.81M. The position accounts for 1.82% of the portfolio, ranked #11.

Meadow Creek Wealth Advisors first reported a position in PREF in Q4 2023 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • Meadow Creek Wealth Advisors held 149,078 shares of Principal Spectrum Preferred Securities Active ETF worth $2.81M as of Q1 2026.
  • Meadow Creek Wealth Advisors bought 9,902 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $189K.
  • Principal Spectrum Preferred Securities Active ETF made up 1.82% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Meadow Creek Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.