Whitney & Co’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $307K | Buy |
|
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $274K | Buy |
|