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

Prevail Innovative 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
2023 Q3	–	Sell	-59,365	Closed	-$1.01M	–	147
2023 Q2	$1.01M	Buy	+59,365	New	+$996K	0.55%	61

Other funds holding PREF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PREF Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2023, closing a stake of 59,365 shares — an estimated $1.01M sold.

Prevail Innovative Wealth Advisors first reported a position in PREF in Q2 2023 and held it in 1 quarter. The position peaked at $1.01M in Q2 2023. 72 funds tracked by Wall St. Rank hold PREF as of Q3 2023.

Prevail Innovative Wealth Advisors reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2023 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 59,365 Principal Spectrum Preferred Securities Active ETF shares in Q3 2023, an estimated $1.01M.
Prevail Innovative Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2023 and held it in 1 quarter.
Prevail Innovative Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $1.01M in Q2 2023.
72 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.