WA
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Waverly Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Waverly Advisors’s Portfolio PREF Stock Details PREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$650K Sell
34,241
-1,333
-4% -$25.3K 0.01% 732
2025
Q1 		$665K Buy
+35,574
New +$665K 0.01% 702