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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-499
Closed -$10K 279
2021
Q4
$10K Buy
+499
New +$10.2K ﹤0.01% 226

Other funds holding PREF

RGT Wealth Advisors's PREF Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2022, closing a stake of 499 shares — an estimated $10K sold.

RGT Wealth Advisors first reported a position in PREF in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 71 funds tracked by Wall St. Rank hold PREF as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 499 Principal Spectrum Preferred Securities Active ETF shares in Q1 2022, an estimated $10K.
  • RGT Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $10K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.