Mid Atlantic Financial Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$309K	Buy	14,890 +1,707	+13%	+$35.5K	0.02%	651
2021 Q2	$273K	Buy	13,183 +1,006	+8%	+$20.7K	0.02%	707
2021 Q1	$248K	Buy	12,177 +2,202	+22%	+$45.2K	0.02%	702
2020 Q4	$206K	Buy	+9,975	New	+$203K	0.02%	709

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mid Atlantic Financial Management's PREF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 13% in Q3 2021, buying an estimated $35.5K and bringing the position to 14,890 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #651.

Mid Atlantic Financial Management first reported a position in PREF in Q4 2020 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold PREF as of Q3 2021.

Mid Atlantic Financial Management held 14,890 shares of Principal Spectrum Preferred Securities Active ETF worth $309K as of Q3 2021.
Mid Atlantic Financial Management bought 1,707 Principal Spectrum Preferred Securities Active ETF shares in Q3 2021, an estimated $35.5K.
Principal Spectrum Preferred Securities Active ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #651 holding.
Mid Atlantic Financial Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2020 and has held it in 4 quarters since.
64 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.