UMB Bank’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
|
|||||
|
2025
Q2 | $1.02M | Hold |
|
|||||
|
2025
Q1 | $1.01M | Hold |
|
|||||
|
2024
Q4 | $1.01M | Sell |
|
|||||
|
2024
Q3 | $1.17M | Hold |
|
|||||
|
2024
Q2 | $1.13M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.26M | Sell |
|
|||||
|
2023
Q3 | $1.32M | Hold |
|
|||||
|
2023
Q2 | $1.33M | Buy |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.28M | Buy |
|
|||||
|
2022
Q3 | $769K | Sell |
|
|||||
|
2022
Q2 | $792K | Buy |
|
|||||
|
2022
Q1 | $866K | Buy |
|
|||||
|
2021
Q4 | $32K | Buy |
|