XML Financial, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1800465
BETHESDA, MD
All Filings in PREF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 PREF | $355,080 | 18,718 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 PREF | $346,249 | 18,516 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 PREF | $358,726 | 19,276 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 PREF | $382,727 | 20,347 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 PREF | $366,404 | 20,110 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 PREF | $360,694 | 19,873 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PREF | $343,878 | 19,639 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PREF | $327,016 | 19,396 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 PREF | $324,829 | 19,164 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 PREF | $321,875 | 18,945 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PREF | $320,282 | 18,719 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 PREF | $350,181 | 20,869 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 PREF | $429,981 | 24,912 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 PREF | $491,575 | 25,886 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 PREF | $543,767 | 26,813 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 PREF | $566,616 | 27,320 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 PREF | $570,124 | 27,509 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 PREF | $554,927 | 27,229 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 PREF | $547,798 | 26,488 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 PREF | $510,795 | 25,438 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||