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Money Concepts Capital’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-13
Closed -$222 – 2252
2022
Q4 		$222 Buy
+13
New +$220 ﹤0.01% 3092
2022
Q2 		– Sell
-13
Closed – – 2316
2022
Q1 		$0 Buy
+13
New +$252 ﹤0.01% 2752

Other funds holding PREF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's PREF Position: Q1 2023 in Review

Money Concepts Capital sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2023, closing a stake of 13 shares — an estimated $222 sold.

Money Concepts Capital first reported a position in PREF in Q1 2022 and held it in 2 quarters. The position peaked at $222 in Q4 2022. 66 funds tracked by Wall St. Rank hold PREF as of Q1 2023.

  • Money Concepts Capital reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 13 Principal Spectrum Preferred Securities Active ETF shares in Q1 2023, an estimated $222.
  • Money Concepts Capital first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Principal Spectrum Preferred Securities Active ETF position peaked at $222 in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.