Wealth Enhancement Advisory Services’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
2026
Q2
$12M Buy
633,860
+31,372
+5% +$596K 0.02% 597
2026
Q1
$11.3M Sell
602,488
-585,563
-49% -$11.2M 0.02% 547
2025
Q4
$22.7M Sell
1,188,051
-21,231
-2% -$405K 0.03% 446
2025
Q3
$23.1M Sell
1,209,282
-4,457
-0.4% -$84.6K 0.03% 421
2025
Q2
$23M Sell
1,213,739
-19,498
-2% -$363K 0.04% 382
2025
Q1
$23.1M Buy
1,233,237
+60,824
+5% +$1.14M 0.04% 356
2024
Q4
$21.8M Buy
1,172,413
+29,355
+3% +$549K 0.04% 354
2024
Q3
$21.5M Sell
1,143,058
-149,194
-12% -$2.75M 0.05% 337
2024
Q2
$23.5M Buy
1,292,252
+109,322
+9% +$1.98M 0.06% 304
2024
Q1
$21.5M Buy
1,182,930
+275,035
+30% +$4.9M 0.06% 305
2023
Q4
$15.9M Buy
907,895
+144,982
+19% +$2.44M 0.05% 344
2023
Q3
$12.9M Buy
+762,913
New +$13M 0.04% 358

Other funds holding PREF

Wealth Enhancement Advisory Services's PREF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 5.2% in Q2 2026, buying an estimated $596K and bringing the position to 633,860 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #597.

Wealth Enhancement Advisory Services first reported a position in PREF in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.5M in Q2 2024. 134 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 633,860 shares of Principal Spectrum Preferred Securities Active ETF worth $12M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,372 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $596K.
  • Principal Spectrum Preferred Securities Active ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #597 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Spectrum Preferred Securities Active ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Principal Spectrum Preferred Securities Active ETF position peaked at $23.5M in Q2 2024.
  • 134 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.