U.S. Capital Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

U.S. Capital Wealth Advisors’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	$721K	Sell	38,334 -399	-1%	-$7.61K	0.02%	591
2025 Q4	$739K	Buy	38,733 +8,115	+27%	+$155K	0.02%	562
2025 Q3	$586K	Sell	30,618 -5,539	-15%	-$105K	0.02%	592
2025 Q2	$686K	Sell	36,157 -4,003	-10%	-$74.5K	0.02%	526
2025 Q1	$751K	Buy	40,160 +1,493	+4%	+$27.9K	0.02%	491
2024 Q4	$720K	Buy	+38,667	New	+$724K	0.02%	483

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

U.S. Capital Wealth Advisors's PREF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1% in Q1 2026, selling an estimated $7.61K and leaving 38,334 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #591.

U.S. Capital Wealth Advisors first reported a position in PREF in Q4 2024 and has held it in 6 quarters since. The position peaked at $751K in Q1 2025. 131 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

U.S. Capital Wealth Advisors held 38,334 shares of Principal Spectrum Preferred Securities Active ETF worth $721K as of Q1 2026.
U.S. Capital Wealth Advisors sold 399 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $7.61K.
Principal Spectrum Preferred Securities Active ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #591 holding.
U.S. Capital Wealth Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $751K in Q1 2025.
131 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.