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 Q1	$204K	Buy	+10,859	New	+$207K	0.19%	111

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Tortuga Wealth Management's PREF Position: Q1 2026 in Review

Tortuga Wealth Management opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026: 10,859 shares worth $204K. The stake represents 0.19% of the portfolio and ranks #111 among its holdings.

130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

Tortuga Wealth Management held 10,859 shares of Principal Spectrum Preferred Securities Active ETF worth $204K as of Q1 2026.
Principal Spectrum Preferred Securities Active ETF was a new Tortuga Wealth Management position in Q1 2026.
Principal Spectrum Preferred Securities Active ETF made up 0.19% of Tortuga Wealth Management's portfolio in Q1 2026, its #111 holding.
130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.