Smartleaf Asset Management’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
2026
Q2
$679K Hold
35,653
0.02% 490
2026
Q1
$668K Sell
35,653
-11,633
-25% -$222K 0.02% 470
2025
Q4
$901K Sell
47,286
-11,809
-20% -$225K 0.03% 393
2025
Q3
$1.13M Sell
59,095
-915
-2% -$17.4K 0.07% 290
2025
Q2
$1.13M Sell
60,010
-10,724
-15% -$200K 0.1% 229
2025
Q1
$1.32M Buy
70,734
+15,625
+28% +$292K 0.13% 179
2024
Q4
$1.03M Buy
55,109
+9,930
+22% +$186K 0.1% 212
2024
Q3
$851K Buy
45,179
+9,683
+27% +$179K 0.1% 220
2024
Q2
$651K Buy
35,496
+13,471
+61% +$244K 0.11% 217
2024
Q1
$400K Buy
22,025
+3,468
+19% +$61.8K 0.08% 245
2023
Q4
$325K Buy
+18,557
New +$313K 0.09% 229

Other funds holding PREF

Smartleaf Asset Management's PREF Position: Q2 2026 in Review

Smartleaf Asset Management held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q2 2026 at 35,653 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #490.

Smartleaf Asset Management first reported a position in PREF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2025. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Smartleaf Asset Management held 35,653 shares of Principal Spectrum Preferred Securities Active ETF worth $679K as of Q2 2026.
  • Smartleaf Asset Management left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #490 holding.
  • Smartleaf Asset Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Principal Spectrum Preferred Securities Active ETF position peaked at $1.32M in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.