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Pinnacle Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Pinnacle Wealth Advisors’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
Q2 		$785K Buy
+37,854
New +$779K 0.03% 229

Other funds holding PREF

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
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Pinnacle Wealth Advisors's PREF Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2021: 37,854 shares worth $785K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings.

64 funds tracked by Wall St. Rank hold PREF as of Q2 2021.

  • Pinnacle Wealth Advisors held 37,854 shares of Principal Spectrum Preferred Securities Active ETF worth $785K as of Q2 2021.
  • Principal Spectrum Preferred Securities Active ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Principal Spectrum Preferred Securities Active ETF made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #229 holding.
  • 64 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.