Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.6K | Sell |
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|
2025
Q2 | $48.9K | Buy |
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|
2025
Q1 | $25.1K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.82K | Hold |
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|
2024
Q1 | $1.81K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $1.69K | Sell |
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|
2023
Q2 | $2.97K | Sell |
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|
2023
Q1 | $7.65K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $50.1K | Buy |
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