TWP
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Triad Wealth Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-4,778
Closed -$87.1K – 684
2024
Q2 		$87.1K Buy
+4,778
New +$86.5K 0.05% 165

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Triad Wealth Partners's PREF Position: Q3 2024 in Review

Triad Wealth Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q3 2024, closing a stake of 4,778 shares — an estimated $87.1K sold.

Triad Wealth Partners first reported a position in PREF in Q2 2024 and held it in 1 quarter. The position peaked at $87.1K in Q2 2024. 92 funds tracked by Wall St. Rank hold PREF as of Q3 2024.

  • Triad Wealth Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 4,778 Principal Spectrum Preferred Securities Active ETF shares in Q3 2024, an estimated $87.1K.
  • Triad Wealth Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $87.1K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.