Steward Partners Investment Advisory, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1723397
STAMFORD, CT
All Filings in PREF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PREF | $25,647 | 1,340 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 PREF | $48,885 | 2,577 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 PREF | $25,058 | 1,340 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 PREF | $1,822 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PREF | $1,815 | 100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PREF | $363,367 | 20,752 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PREF | $1,686 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PREF | $2,966 | 175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PREF | $7,645 | 450 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 PREF | $46,677 | 2,458 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 PREF | $49,848 | 2,458 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 PREF | $411,191 | 19,826 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PREF | $50,942 | 2,458 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 PREF | $50,094 | 2,458 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||