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

Sanctuary 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	$2.93M	Buy	153,792 +16,245	+12%	+$309K	0.01%	843
2026 Q1	$2.59M	Buy	137,547 +28,171	+26%	+$537K	0.01%	821
2025 Q4	$2.09M	Buy	109,376 +34,812	+47%	+$664K	0.01%	912
2025 Q3	$1.43M	Buy	74,564 +9,319	+14%	+$177K	0.01%	1086
2025 Q2	$1.24M	Buy	65,245 +1,191	+2%	+$22.2K	0.01%	1092
2025 Q1	$1.2M	Buy	64,054 +2,954	+5%	+$55.2K	0.01%	1046
2024 Q4	$1.15M	Sell	61,100 -1,901	-3%	-$35.6K	0.01%	1174
2024 Q3	$1.18M	Buy	63,001 +33,052	+110%	+$610K	0.01%	1173
2024 Q2	$536K	Buy	+29,949	New	+$542K	﹤0.01%	1594

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

Sanctuary Advisors's PREF Position: Q2 2026 in Review

Sanctuary Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 12% in Q2 2026, buying an estimated $309K and bringing the position to 153,792 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #843.

Sanctuary Advisors first reported a position in PREF in Q2 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

Sanctuary Advisors held 153,792 shares of Principal Spectrum Preferred Securities Active ETF worth $2.93M as of Q2 2026.
Sanctuary Advisors bought 16,245 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $309K.
Principal Spectrum Preferred Securities Active ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #843 holding.
Sanctuary Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2024 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.