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

Provenance 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
2025 Q2	$156K	Sell
2025 Q1	$183K	Hold
2024 Q4	$182K	Hold
2024 Q3	$184K	Buy