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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,778	Closed	-$87.1K	–	685
2024 Q2	$87.1K	Buy	+4,778	New	+$87.1K	0.05%	165