J.W. COLE ADVISORS, INC.
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1404763
TAMPA, FL
All Filings in PREF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 PREF | $2,290,493 | 121,770 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 PREF | $2,043,263 | 112,144 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PREF | $1,924,952 | 106,058 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 PREF | $1,336,835 | 76,347 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 PREF | $1,082,428 | 64,201 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 PREF | $808,650 | 47,708 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 PREF | $796,780 | 46,897 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 PREF | $716,686 | 41,887 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PREF | $654,906 | 39,029 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 PREF | $667,254 | 38,659 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 PREF | $822,380 | 43,306 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 PREF | $856,830 | 42,250 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 PREF | $719,364 | 34,710 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||