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BOLTON SECURITIES CORPORATION’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$30.1K Buy
+1,597
New +$30.5K ﹤0.01% 1354

Other funds holding PREF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IFC Advisors
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PREF Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Principal Spectrum Preferred Securities Active ETF (PREF) in Q1 2026: 1,597 shares worth $30.1K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings.

132 funds tracked by Wall St. Rank hold PREF as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 1,597 shares of Principal Spectrum Preferred Securities Active ETF worth $30.1K as of Q1 2026.
  • Principal Spectrum Preferred Securities Active ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Principal Spectrum Preferred Securities Active ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1354 holding.
  • 132 funds tracked by Wall St. Rank held Principal Spectrum Preferred Securities Active ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.