PREF β€” PRINCIPAL EXCHANGE TRADED FD

Ownership history in ADAPT WEALTH ADVISORS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which ADAPT WEALTH ADVISORS, LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (PREF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.11% (2025 Q3)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    PREF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 14,874 β€” β€” 0.11% $285K $18.65

🏒 Other funds also holding PREF

As of 2025 Q4 β€” sorted by position size

Permanens Capital L.P. 3Y 7Y 4.27% ROGCO, LP 2.44% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1.9% Meadow Creek Wealth Advisors LLC 3Y 1.7% PSI Advisors, LLC 3Y 1.44% Bensler, LLC 3Y 1.35% Tyche Wealth Partners LLC 1.16% AXS Investments LLC 3Y 1.13% Legacy Bridge, LLC 3Y 7Y 0.97% Grey Ledge Advisors, LLC 3Y 7Y 0.9%
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