Fund HoldingsSpectrum Asset Management, Inc.

Total Portfolio Value
$69.63M
Total Bought
$19.52M
Total Sold
$0
Net Transaction
+$19.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II3,902,7454,953,026+1,050,28142,46253,69177.11%+11,229
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
106,122445,782+339,6602,54510,83715.56%+8,292
BANK OF AMER CORP89789701,0691,1251.62%+56
WELLS FARGO & CO(WFC)3,4373,43703,9703,9775.71%+7
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