NewEdge Advisors, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in PREF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 PREF | $1,731,136 | 95,013 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 PREF | $1,656,006 | 91,240 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PREF | $1,382,799 | 78,972 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 PREF | $1,743,121 | 103,388 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PREF | $1,589,621 | 93,783 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PREF | $1,564,252 | 92,069 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 PREF | $1,455,924 | 85,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PREF | $1,703,690 | 101,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PREF | $1,970,556 | 114,169 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 PREF | $2,641,148 | 139,081 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 PREF | $2,070,466 | 102,094 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 PREF | $1,610,564 | 77,655 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 PREF | $1,843,571 | 88,954 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 PREF | $1,839,987 | 90,284 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 PREF | $1,474,493 | 71,297 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 PREF | $973,759 | 48,494 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 PREF | $143,215 | 7,370 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 PREF | $122,088 | 6,957 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||