Willis Johnson & Associates, Inc.
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1853239
Houston, TX
All Filings in PREF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PREF | $1,941,599 | 101,442 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 PREF | $1,947,175 | 102,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 PREF | $2,082,843 | 111,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PREF | $2,158,648 | 115,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PREF | $2,332,985 | 124,029 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 PREF | $2,378,147 | 130,524 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 PREF | $2,662,114 | 146,673 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 PREF | $2,636,445 | 150,568 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 PREF | $2,649,043 | 157,120 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 PREF | $2,379,441 | 140,380 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 PREF | $3,279,647 | 193,034 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 PREF | $3,278,019 | 191,585 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 PREF | $3,127,523 | 186,384 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 PREF | $2,764,775 | 160,184 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 PREF | $2,114,099 | 111,327 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 PREF | $1,274,841 | 62,862 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 PREF | $1,258,316 | 60,671 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 PREF | $1,357,777 | 65,514 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 PREF | $1,313,552 | 64,453 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 PREF | $1,363,353 | 65,923 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||