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Peapack-Gladstone Financial Corp’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Peapack-Gladstone Financial Corp’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
2025
Q2 		– Sell
-62,746
Closed -$1.17M – 701
2025
Q1 		$1.17M Buy
+62,746
New +$1.17M 0.02% 382

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peapack-Gladstone Financial Corp's PREF Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2025, closing a stake of 62,746 shares — an estimated $1.17M sold.

Peapack-Gladstone Financial Corp first reported a position in PREF in Q1 2025 and held it in 1 quarter. The position peaked at $1.17M in Q1 2025. 123 funds tracked by Wall St. Rank hold PREF as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 62,746 Principal Spectrum Preferred Securities Active ETF shares in Q2 2025, an estimated $1.17M.
  • Peapack-Gladstone Financial Corp first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's Principal Spectrum Preferred Securities Active ETF position peaked at $1.17M in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.