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Venturi Wealth Management’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Venturi Wealth Management’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
Q2 		$295K Buy
+15,500
New +$294K 0.01% 512

Other funds holding PREF

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Venturi Wealth Management's PREF Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026: 15,500 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

26 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Venturi Wealth Management held 15,500 shares of Principal Spectrum Preferred Securities Active ETF worth $295K as of Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF was a new Venturi Wealth Management position in Q2 2026.
  • Principal Spectrum Preferred Securities Active ETF made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #512 holding.
  • 26 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.