Orion Portfolio Solutions, LLC
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1802647
Omaha, NE
All Filings in PREF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 PREF | $1,277,191 | 68,299 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 PREF | $1,271,044 | 68,299 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 PREF | $1,154,087 | 61,355 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 PREF | $1,258,455 | 69,070 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PREF | $3,077,913 | 169,582 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 PREF | $4,014,027 | 229,242 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 PREF | $3,481,826 | 206,514 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 PREF | $6,626,738 | 390,958 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 PREF | $3,640,973 | 214,301 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 PREF | $543,276 | 31,752 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 PREF | $250,978 | 14,957 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 PREF | $253,135 | 14,666 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 PREF | $269,923 | 14,214 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 PREF | $294,607 | 14,527 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 PREF | $298,427 | 14,389 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 PREF | $324,366 | 15,651 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 PREF | $354,917 | 17,415 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||