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

Tyche 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
2026 Q1	–	Sell	-384,025	Closed	-$7.32M	–	359
2025 Q4	$7.32M	Sell	384,025 -17,676	-4%	-$337K	1.16%	18
2025 Q3	$7.69M	Sell	401,701 -6,447	-2%	-$122K	1.35%	16
2025 Q2	$7.74M	Sell	408,148 -196,623	-33%	-$3.66M	1.56%	13
2025 Q1	$11.3M	Buy	604,771 +9,840	+2%	+$184K	2.45%	8
2024 Q4	$11.1M	Sell	594,931 -8,967	-1%	-$168K	2.34%	9
2024 Q3	$11.4M	Buy	603,898 +16,035	+3%	+$296K	2.57%	8
2024 Q2	$10.7M	Buy	587,863 +46,641	+9%	+$845K	2.61%	7
2024 Q1	$9.82M	Sell	541,222 -6,834	-1%	-$122K	2.4%	8
2023 Q4	$9.6M	Buy	+548,056	New	+$9.24M	2.31%	8

Other funds holding PREF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Tyche Wealth Partners's PREF Position: Q1 2026 in Review

Tyche Wealth Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026, closing a stake of 384,025 shares — an estimated $7.32M sold.

Tyche Wealth Partners first reported a position in PREF in Q4 2023 and held it in 9 quarters. The position peaked at $11.4M in Q3 2024. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

Tyche Wealth Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q1 2026 after selling out during the quarter.
Tyche Wealth Partners sold 384,025 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $7.32M.
Tyche Wealth Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2023 and held it in 9 quarters.
Tyche Wealth Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $11.4M in Q3 2024.
131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.