CWM, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1535847
OMAHA, NE
All Filings in PREF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PREF | $205,947 | 10,943 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 PREF | $206,909 | 10,850 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 PREF | $207,228 | 10,827 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 PREF | $199,848 | 10,535 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 PREF | $194,723 | 10,413 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 PREF | $192,222 | 10,329 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 PREF | $191,278 | 10,169 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 PREF | $178,045 | 9,772 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 PREF | $175,710 | 9,681 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 PREF | $172,018 | 9,824 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 PREF | $159,984 | 9,489 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 PREF | $160,838 | 9,489 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 PREF | $161,218 | 9,489 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 PREF | $162,356 | 9,489 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 PREF | $158,755 | 9,461 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 PREF | $162,692 | 9,426 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 PREF | $178,999 | 9,426 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 PREF | $191,159 | 9,426 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 PREF | $120,515 | 5,815 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 PREF | $118,509 | 5,815 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 PREF | $120,260 | 5,815 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 PREF | $116,765 | 5,815 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 PREF | $112,998 | 5,815 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 PREF | $102,047 | 5,815 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||