AXS Investments LLC PREF Holdings History

Number of Shares
292,799.00
Current Holdings Value*
$5.48 Mil
% of Portfolio
1.51%
Total Estimate Gain
$63,220.87
% of Total Estimate Gain
1.15%

AXS Investments LLC's Principal Spectrum Preferred Securities Active ETF Holding Summary

As of 2025-03-31, AXS Investments LLC held 292,799.00 shares of Principal Spectrum Preferred Securities Active ETF(PREF), totaling $5.48 Mil. This investment constitutes 1.51% of their stock portfolio, and AXS Investments LLC now holds 0.47% of the outstanding Principal Spectrum Preferred Securities Active ETF(PREF) stock.

The initial trade took place in 2025Q1. And since then AXS Investments LLC has made 1 purchases of PREF, at an average price of $18.70, for a total of 292,799.00 shares. Based on historical transaction data and PREF's current price of $18.92, AXS Investments LLC's estimated gain on his PREF holdings is $63,220.87, reflecting a 1.15% gain to date.

AXS Investments LLC PREF ($18.92) Holding Chart

AXS Investments LLC PREF ($18.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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