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Tortuga Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Tortuga Wealth Management’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 		– Sell
-10,859
Closed -$204K – 141
2026
Q1 		$204K Buy
+10,859
New +$207K 0.19% 111

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

Tortuga Wealth Management's PREF Position: Q2 2026 in Review

Tortuga Wealth Management sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 10,859 shares — an estimated $204K sold.

Tortuga Wealth Management first reported a position in PREF in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Tortuga Wealth Management reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
  • Tortuga Wealth Management sold 10,859 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $204K.
  • Tortuga Wealth Management first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2026 and held it in 1 quarter.
  • Tortuga Wealth Management's Principal Spectrum Preferred Securities Active ETF position peaked at $204K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.