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Pinnacle Financial Partners (Tennessee)’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q3 		$526K Sell
27,460
-2,812
-9% -$53.4K 0.01% 333
2025
Q2 		$574K Hold
30,272
– – 0.01% 318
2025
Q1 		$566K Sell
30,272
-8,059
-21% -$151K 0.01% 318
2024
Q4 		$713K Buy
38,331
+1,925
+5% +$36K 0.01% 295
2024
Q3 		$685K Buy
36,406
+1,471
+4% +$27.1K 0.01% 299
2024
Q2 		$637K Hold
34,935
– – 0.01% 303
2024
Q1 		$634K Sell
34,935
-3,817
-10% -$68K 0.01% 305
2023
Q4 		$679K Buy
38,752
+3,437
+10% +$57.9K 0.02% 284
2023
Q3 		$595K Sell
35,315
-2,483
-7% -$42.3K 0.02% 286
2023
Q2 		$641K Sell
37,798
-84
-0.2% -$1.41K 0.02% 278
2023
Q1 		$644K Buy
37,882
+5,558
+17% +$96.8K 0.02% 280
2022
Q4 		$553K Sell
32,324
-2,640
-8% -$44.7K 0.02% 285
2022
Q3 		$587K Buy
34,964
+6,000
+21% +$106K 0.02% 264
2022
Q2 		$500K Sell
28,964
-12,012
-29% -$216K 0.02% 271
2022
Q1 		$778K Buy
40,976
+944
+2% +$18.3K 0.02% 251
2021
Q4 		$812K Sell
40,032
-6,459
-14% -$132K 0.03% 253
2021
Q3 		$964K Buy
46,491
+8,637
+23% +$179K 0.03% 229
2021
Q2 		$785K Buy
37,854
+2,357
+7% +$48.5K 0.03% 229
2021
Q1 		$723K Buy
+35,497
New +$729K 0.03% 225

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 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

Pinnacle Financial Partners (Tennessee)'s PREF Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 9.3% in Q3 2025, selling an estimated $53.4K and leaving 27,460 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #333.

Pinnacle Financial Partners (Tennessee) first reported a position in PREF in Q1 2021 and has held it in 19 quarters since. The position peaked at $964K in Q3 2021. 125 funds tracked by Wall St. Rank hold PREF as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 27,460 shares of Principal Spectrum Preferred Securities Active ETF worth $526K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 2,812 Principal Spectrum Preferred Securities Active ETF shares in Q3 2025, an estimated $53.4K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #333 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2021 and has held it in 19 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Principal Spectrum Preferred Securities Active ETF position peaked at $964K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.