Ibex Wealth Advisors Principal Spectrum Pfd Secs Ac Transaction History

Ibex Wealth Advisors

$995 Million
Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Ibex Wealth Advisors holds 94,264 shares of PREF stock, worth $1.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

94,264

Previous 95,623 1.42%

Holding current value

$1.8 Million

Previous $1.81 Million 0.5%

% of portfolio

0.18%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$18.86 - $19.16 $25,630 - $26,038	-1,359 Reduced 1.42%	94,264 $1.8 Million
Q2 2025 Aug 07, 2025	BUY	$18.21 - $18.97 $39,315 - $40,956	2,159 Added 2.31%	95,623 $1.81 Million
Q1 2025 Apr 15, 2025	SELL	$18.55 - $18.81 $123,765 - $125,500	-6,672 Reduced 6.66%	93,464 $1.75 Million
Q4 2024 Jan 23, 2025	BUY	$18.59 - $18.8 $1.86 Million - $1.88 Million	100,136 New	100,136 $1.86 Million
Q4 2022 Feb 06, 2023	SELL	$16.55 - $17.37 $288,896 - $303,210	-17,456 Reduced 11.35%	136,274 $2.33 Million

Q3 2022 Oct 31, 2022	SELL	$16.78 - $18.23 $3,490 - $3,791	-208 Reduced 0.14%	153,730 $2.58 Million
Q2 2022 Aug 16, 2022	SELL	$17.18 - $18.98 $33,415 - $36,916	-1,945 Reduced 1.25%	153,938 $2.66 Million
Q1 2022 May 16, 2022	SELL	$18.65 - $20.29 $26,035 - $28,324	-1,396 Reduced 0.89%	155,883 $2.96 Million
Q4 2021 Feb 22, 2022	SELL	$20.12 - $20.65 $649,936 - $667,056	-32,303 Reduced 17.04%	157,279 $3.19 Million
Q3 2021 Nov 12, 2021	SELL	$20.65 - $20.87 $65,832 - $66,533	-3,188 Reduced 1.65%	189,582 $3.93 Million
Q2 2021 Aug 20, 2021	SELL	$20.32 - $20.73 $63,662 - $64,947	-3,133 Reduced 1.6%	192,770 $4 Million
Q1 2021 May 05, 2021	SELL	$20.25 - $20.73 $311,809 - $319,200	-15,398 Reduced 7.29%	195,903 $3.99 Million
Q4 2020 Jan 22, 2021	BUY	$19.98 - $20.74 $169,690 - $176,144	8,493 Added 4.19%	211,301 $4.37 Million
Q3 2020 Oct 23, 2020	BUY	$19.34 - $20.28 $3.92 Million - $4.11 Million	202,808 New	202,808 $4.07 Million

Others Institutions Holding PREF

# of Institutions

133

Shares Held

56.5M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
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Ibex Wealth Advisors Principal Spectrum Pfd Secs Ac Transaction History