Wealthcare Advisory Partners’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
Q4
Sell
-44,476
Closed -$851K 1101
2025
Q3
$851K Sell
44,476
-67
-0.2% -$1.27K 0.02% 545
2025
Q2
$845K Buy
44,543
+1,101
+3% +$20.5K 0.02% 516
2025
Q1
$812K Buy
43,442
+7,521
+21% +$141K 0.02% 482
2024
Q4
$668K Buy
35,921
+1,341
+4% +$25.1K 0.02% 508
2024
Q3
$650K Buy
34,580
+20,403
+144% +$377K 0.02% 509
2024
Q2
$258K Buy
+14,177
New +$257K 0.01% 724

Other funds holding PREF

Wealthcare Advisory Partners's PREF Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q4 2025, closing a stake of 44,476 shares — an estimated $851K sold.

Wealthcare Advisory Partners first reported a position in PREF in Q2 2024 and held it in 6 quarters. The position peaked at $851K in Q3 2025. 133 funds tracked by Wall St. Rank hold PREF as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 44,476 Principal Spectrum Preferred Securities Active ETF shares in Q4 2025, an estimated $851K.
  • Wealthcare Advisory Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q2 2024 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $851K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.