Whipplewood Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Whipplewood Advisors’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
2025 Q2	$371K	Buy
2025 Q1	$407K	Sell
2024 Q4	$374K	Buy