Whipplewood Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
Other funds holding PREF
IA
PS
Whipplewood Advisors's PREF Position: Q1 2026 in Review
Whipplewood Advisors increased its Principal Spectrum Preferred Securities Active ETF (PREF) stake by 1.1% in Q1 2026, buying an estimated $4.27K and bringing the position to 20,311 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #95.
Whipplewood Advisors first reported a position in PREF in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q1 2025. 130 funds tracked by Wall St. Rank hold PREF as of Q1 2026.
- Whipplewood Advisors held 20,311 shares of Principal Spectrum Preferred Securities Active ETF worth $382K as of Q1 2026.
- Whipplewood Advisors bought 224 Principal Spectrum Preferred Securities Active ETF shares in Q1 2026, an estimated $4.27K.
- Principal Spectrum Preferred Securities Active ETF made up 0.2% of Whipplewood Advisors's portfolio in Q1 2026, its #95 holding.
- Whipplewood Advisors first reported a position in Principal Spectrum Preferred Securities Active ETF in Q4 2024 and has held it in 6 quarters since.
- Whipplewood Advisors's Principal Spectrum Preferred Securities Active ETF position peaked at $407K in Q1 2025.
- 130 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.
Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.