WealthShield Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

WealthShield Partners’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	–	Sell	-10,887	Closed	-$205K	–	547
2026 Q1	$205K	Buy	10,887 +17	+0.2%	+$324	0.02%	341
2025 Q4	$207K	Buy	10,870 +33	+0.3%	+$630	0.02%	339
2025 Q3	$207K	Buy	10,837 +23	+0.2%	+$437	0.02%	332
2025 Q2	$205K	Buy	10,814 +520	+5%	+$9.68K	0.02%	326
2025 Q1	$192K	Buy	10,294 +11	+0.1%	+$206	0.02%	325
2024 Q4	$191K	Buy	10,283 +21	+0.2%	+$393	0.03%	287
2024 Q3	$193K	Buy	10,262 +16	+0.2%	+$295	0.03%	297
2024 Q2	$187K	Buy	10,246 +15	+0.1%	+$272	0.03%	283
2024 Q1	$186K	Buy	+10,231	New	+$182K	0.03%	275

Other funds holding PREF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield Partners's PREF Position: Q2 2026 in Review

WealthShield Partners sold out of Principal Spectrum Preferred Securities Active ETF (PREF) in Q2 2026, closing a stake of 10,887 shares — an estimated $205K sold.

WealthShield Partners first reported a position in PREF in Q1 2024 and held it in 9 quarters. The position peaked at $207K in Q3 2025. 135 funds tracked by Wall St. Rank hold PREF as of Q2 2026.

WealthShield Partners reported no remaining Principal Spectrum Preferred Securities Active ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 10,887 Principal Spectrum Preferred Securities Active ETF shares in Q2 2026, an estimated $205K.
WealthShield Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2024 and held it in 9 quarters.
WealthShield Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $207K in Q3 2025.
135 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.