Miller Global Investments’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Miller Global Investments’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	–	Sell	-152,314	Closed	-$2.87M	–	307
2026 Q1	$2.87M	Sell	152,314 -5,577	-4%	-$106K	2.63%	5
2025 Q4	$3.01M	Buy	+157,891	New	+$3.01M	2.73%	7

Other funds holding PREF

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

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return

Miller Global Investments's PREF Position: Q2 2026 in Review

Miller Global Investments sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 152,314 shares — an estimated $2.87M sold.

Miller Global Investments first reported a position in PREF in Q4 2025 and held it in 2 quarters. The position peaked at $3.01M in Q4 2025. 66 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Miller Global Investments reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
Miller Global Investments sold 152,314 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $2.87M.
Miller Global Investments first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2025 and held it in 2 quarters.
Miller Global Investments's Principal Spectrum Preferred Securities Active ETF position peaked at $3.01M in Q4 2025.
66 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.