Spartan Wealth Advisory Services LLC’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
Other funds holding PREF
IA
PS
Spartan Wealth Advisory Services LLC's PREF Position: Q2 2026 in Review
Spartan Wealth Advisory Services LLC increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 2.3% in Q2 2026, buying an estimated $113K and bringing the position to 261,330 shares worth $4.98M. The position accounts for 0.41% of the portfolio, ranked #61.
Spartan Wealth Advisory Services LLC first reported a position in PREF in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold PREF as of Q2 2026.
- Spartan Wealth Advisory Services LLC held 261,330 shares of Principal Spectrum Preferred Securities Active ETF worth $4.98M as of Q2 2026.
- Spartan Wealth Advisory Services LLC bought 5,924 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $113K.
- Principal Spectrum Preferred Securities Active ETF made up 0.41% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #61 holding.
- Spartan Wealth Advisory Services LLC first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
- 125 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.
Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.