PREF ETF Analysis: Principal Spectrum | NYSE

Preferred Stock | NYSE, USA | Market Cap: 1.756m USD | 12M Return: 5.7% | Charts, Fundamentals & Technical Analysis

Preferred Stock, Depositary Receipts, Subordinated Debt, Financial Services
Total Rating 53
Safety 72
Buy Signal 0.18
Preferred Stock
Category Rotation: -6.3
TER: 0.55%
AUM: 1.76B
Avg Turnover: 4.22M
Risk 3d forecast
Volatility2.52%
VaR 5th Pctl0.45%
VaR vs Median-0.89%
Reward TTM
Sharpe Ratio0.45
Rel. Str. IBD33.4
Rel. Str. Peer Group50
Character TTM
Beta0.094
Beta Downside0.064
Hurst Exponent0.537
Drawdowns 3y
Max DD4.39%
CAGR/Max DD2.18
CAGR/Mean DD21.96

Warnings

No concerns identified

Tailwinds

Shakeout

Seasonality 9 years of data

Jan +0.1% 0
Feb -0.6% 16
Mar -0.9% 32
Apr +0.5% 12
May -0.0% 2
Jun +0.0% 0
Jul +0.7% 42
Aug +0.1% 12
Sep -0.4% 16
Oct -0.9% 32
Nov -0.3% 15
Dec -0.1% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PREF Principal Spectrum

The Principal Spectrum Preferred Securities Active ETF (PREF) invests at least 80% of its net assets in preferred securities, including preferred stock, certain depositary receipts, and junior subordinated debt. The fund primarily targets $1,000 par preferred securities, which are typically issued in institutional lot sizes by U.S. and non-U.S. financial services companies and other corporations. Preferred securities function as a hybrid between common equity and fixed-income instruments, offering regular dividend payments and a higher claim on assets than common stockholders in the event of liquidation, which makes them appealing to income-focused investors.

Headlines to Watch Out For
  • Fed rate cuts lift preferred security prices and yields
  • Bank regulatory changes reshape capital instrument demand
  • Financial sector credit spreads widen on recession concerns
  • Rising Treasury yields pressure income-oriented ETF valuations
What is the price of PREF shares?

As of July 06, 2026, the stock is trading at USD 18.99 with a total of 332,100 shares traded. Over the past week, the price has changed by +0.18%, over one month by +0.74%, over three months by +2.17% and over the past year by +5.74%.

Current recommended Stop Loss: 18.80 (which is 1% or 3.8 ATR below the current price).

Is PREF a buy, sell or hold?

Principal Spectrum has no consensus analysts rating.