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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
10,814
+520
+5% +$9.86K 0.02% 326
2025
Q1
$192K Buy
10,294
+11
+0.1% +$206 0.02% 324
2024
Q4
$191K Buy
10,283
+21
+0.2% +$391 0.03% 287
2024
Q3
$193K Buy
10,262
+16
+0.2% +$301 0.03% 297
2024
Q2
$187K Buy
10,246
+15
+0.1% +$273 0.03% 283
2024
Q1
$186K Buy
+10,231
New +$186K 0.03% 275