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Steward Partners Investment Advisory’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Steward Partners Investment Advisory’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 		$67.4K Hold
3,535
– – ﹤0.01% 2792
2026
Q1 		$66.5K Buy
3,535
+500
+16% +$9.54K ﹤0.01% 2618
2025
Q4 		$57.9K Buy
3,035
+1,695
+126% +$32.3K ﹤0.01% 2597
2025
Q3 		$25.6K Sell
1,340
-1,237
-48% -$23.5K ﹤0.01% 2966
2025
Q2 		$48.9K Buy
2,577
+1,237
+92% +$23K ﹤0.01% 2497
2025
Q1 		$25.1K Buy
+1,340
New +$25.1K ﹤0.01% 2699
2024
Q3 		– Sell
-100
Closed -$1.82K – 3828
2024
Q2 		$1.82K Hold
100
– – ﹤0.01% 3300
2024
Q1 		$1.81K Sell
100
-20,652
-100% -$368K ﹤0.01% 3308
2023
Q4 		$363K Buy
20,752
+20,652
+20,652% +$348K ﹤0.01% 1133
2023
Q3 		$1.69K Sell
100
-75
-43% -$1.28K ﹤0.01% 3111
2023
Q2 		$2.97K Sell
175
-275
-61% -$4.61K ﹤0.01% 2947
2023
Q1 		$7.65K Buy
+450
New +$7.84K ﹤0.01% 2640
2022
Q2 		– Sell
-2,458
Closed -$47K – 3340
2022
Q1 		$47K Hold
2,458
– – ﹤0.01% 1952
2021
Q4 		$50K Sell
2,458
-17,368
-88% -$354K ﹤0.01% 1913
2021
Q3 		$411K Buy
19,826
+17,368
+707% +$361K 0.01% 980
2021
Q2 		$51K Hold
2,458
– – ﹤0.01% 3354
2021
Q1 		$50.1K Buy
+2,458
New +$50.5K ﹤0.01% 1984

Other funds holding PREF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steward Partners Investment Advisory's PREF Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Principal Spectrum Preferred Securities Active ETF (PREF) position steady in Q2 2026 at 3,535 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Steward Partners Investment Advisory first reported a position in PREF in Q1 2021 and has held it in 17 quarters since. The position peaked at $411K in Q3 2021. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Steward Partners Investment Advisory held 3,535 shares of Principal Spectrum Preferred Securities Active ETF worth $67.4K as of Q2 2026.
  • Steward Partners Investment Advisory left its Principal Spectrum Preferred Securities Active ETF share count unchanged in Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2792 holding.
  • Steward Partners Investment Advisory first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2021 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's Principal Spectrum Preferred Securities Active ETF position peaked at $411K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.