Platform Technology Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Platform Technology Partners’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	$362K	Hold	19,000	–	–	0.06%	222
2026 Q1	$358K	Hold	19,000	–	–	0.07%	198
2025 Q4	$362K	Hold	19,000	–	–	0.08%	183
2025 Q3	$364K	Hold	19,000	–	–	0.09%	175
2025 Q2	$360K	Buy	19,000 +8,000	+73%	+$149K	0.09%	179
2025 Q1	$206K	Buy	+11,000	New	+$206K	0.06%	220

Other funds holding PREF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Platform Technology Partners's PREF Position: Q2 2026 in Review

Platform Technology Partners held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q2 2026 at 19,000 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #222.

Platform Technology Partners first reported a position in PREF in Q1 2025 and has held it in 6 quarters since. The position peaked at $364K in Q3 2025. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Platform Technology Partners held 19,000 shares of Principal Spectrum Preferred Securities Active ETF worth $362K as of Q2 2026.
Platform Technology Partners left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q2 2026.
Principal Spectrum Preferred Securities Active ETF made up 0.06% of Platform Technology Partners's portfolio in Q2 2026, its #222 holding.
Platform Technology Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2025 and has held it in 6 quarters since.
Platform Technology Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $364K in Q3 2025.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.