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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$156K Sell
8,205
-1,592
-16% -$30.2K 0.02% 134
2025
Q1 		$183K Hold
9,797
– – 0.03% 138
2024
Q4 		$182K Hold
9,797
– – 0.02% 153
2024
Q3 		$184K Buy
+9,797
New +$184K 0.02% 156