Resurgent Financial Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Resurgent Financial 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
2026 Q2	$484K	Buy	25,378 +937	+4%	+$17.8K	0.13%	171
2026 Q1	$460K	Buy	24,441 +122	+0.5%	+$2.33K	0.17%	145
2025 Q4	$464K	Buy	24,319 +2,447	+11%	+$46.7K	0.23%	124
2025 Q3	$419K	Buy	21,872 +11,604	+113%	+$220K	0.21%	139
2025 Q2	$195K	Buy	+10,268	New	+$191K	0.11%	186

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

Resurgent Financial Advisors's PREF Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 3.8% in Q2 2026, buying an estimated $17.8K and bringing the position to 25,378 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #171.

Resurgent Financial Advisors first reported a position in PREF in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Resurgent Financial Advisors held 25,378 shares of Principal Spectrum Preferred Securities Active ETF worth $484K as of Q2 2026.
Resurgent Financial Advisors bought 937 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $17.8K.
Principal Spectrum Preferred Securities Active ETF made up 0.13% of Resurgent Financial Advisors's portfolio in Q2 2026, its #171 holding.
Resurgent Financial Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.