Smartleaf Asset Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Sell |
60,010
-10,724
| -15% | -$203K | 0.1% | 229 |
|
2025
Q1 | $1.32M | Buy |
70,734
+15,625
| +28% | +$293K | 0.13% | 179 |
|
2024
Q4 | $1.03M | Buy |
55,109
+9,930
| +22% | +$185K | 0.1% | 212 |
|
2024
Q3 | $851K | Buy |
45,179
+9,683
| +27% | +$182K | 0.1% | 220 |
|
2024
Q2 | $651K | Buy |
35,496
+13,471
| +61% | +$247K | 0.11% | 217 |
|
2024
Q1 | $400K | Buy |
22,025
+3,468
| +19% | +$62.9K | 0.08% | 245 |
|
2023
Q4 | $325K | Buy |
+18,557
| New | +$325K | 0.09% | 229 |
|