Activest Wealth Management
Position in PREF — Principal Spectrum Preferred Securities Active ETF
CIK 1883134
AVENTURA, FL
All Filings in PREF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PREF | $506,502 | 26,913 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 PREF | $619,260 | 32,473 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 PREF | $618,336 | 32,306 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 PREF | $748,821 | 39,474 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 PREF | $739,678 | 39,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PREF | $1,034,008 | 55,562 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 PREF | $1,037,710 | 55,168 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PREF | $1,003,083 | 55,054 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 PREF | $998,740 | 55,027 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 PREF | $2,131,895 | 121,753 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 PREF | $1,541,138 | 91,408 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 PREF | $1,984,873 | 116,826 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 PREF | $814,949 | 47,630 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 PREF | $607,050 | 36,177 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 PREF | $585,459 | 33,920 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 PREF | $504,336 | 26,558 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 PREF | $5,076,854 | 250,338 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 PREF | $954,745 | 46,034 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 PREF | $455,804 | 21,993 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||