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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

WealthShield Partners's PREF Position: Q1 2026 in Review

WealthShield Partners increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 0.16% in Q1 2026, buying an estimated $324 and bringing the position to 10,887 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #341.

WealthShield Partners first reported a position in PREF in Q1 2024 and has held it in 9 quarters since. The position peaked at $207K in Q3 2025. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • WealthShield Partners held 10,887 shares of Principal Spectrum Preferred Securities Active ETF worth $205K as of Q1 2026.
  • WealthShield Partners bought 17 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $324.
  • Principal Spectrum Preferred Securities Active ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #341 holding.
  • WealthShield Partners first reported a position in Principal Spectrum Preferred Securities Active ETF in Q1 2024 and has held it in 9 quarters since.
  • WealthShield Partners's Principal Spectrum Preferred Securities Active ETF position peaked at $207K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.