U.S. Capital Wealth Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 38,733 shares of PREF stock, worth $739,025. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,733

Previous 30,618 26.5%

Holding current value

$739,025

Previous $586,000 26.11%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$19.01 - $19.26 $154,266 - $156,294	8,115 Added 26.5%	38,733 $739,000
Q3 2025 Oct 09, 2025	SELL	$18.86 - $19.16 $104,465 - $106,127	-5,539 Reduced 15.32%	30,618 $586,000
Q2 2025 Jul 14, 2025	SELL	$18.21 - $18.97 $72,894 - $75,936	-4,003 Reduced 9.97%	36,157 $685,000
Q1 2025 Apr 29, 2025	BUY	$18.55 - $18.81 $27,695 - $28,083	1,493 Added 3.86%	40,160 $750,000
Q4 2024 Jan 24, 2025	BUY	$18.59 - $18.8 $718,819 - $726,939	38,667 New	38,667 $719,000

Others Institutions Holding PREF

# of Institutions

134

Shares Held

56.5M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

Ticker PREF
Sector ETFs
Industry ETFs

More about PREF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History