Bensler, LLC PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Bensler, LLC  ·  6 quarters on record

AI Ownership Summary

Bensler, LLC reported PRINCIPAL EXCHANGE TRADED FD (PREF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2026 Q1. The latest visible filing shows PREF at 1.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PREF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bensler, LLC's position in PRINCIPAL EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PREF was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PREF stock page Bensler, LLC fund profile Bensler, LLC full holdings
How Bensler, LLC held PREF — position size vs. price
% of Fund (quarterly)    PREF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 831,810 +124,406 +17.6% 1.62% $15.7M 2026-05-04 $18.95
2025 Q4 ADDED — — — 707,404 +64,639 +10.1% 1.35% $13.5M 2026-02-04 $18.83
2025 Q3 ADDED — — — 642,765 +60,687 +10.4% 1.28% $12.3M 2025-11-03 $18.54
2025 Q2 ADDED — — — 582,078 +60,851 +11.7% 1.24% $11.0M 2025-08-06 $18.18
2025 Q1 ADDED — — — 521,227 +84,897 +19.5% 1.22% $9.7M 2025-04-16 $17.39
2024 Q4 INITIATED — — — 436,330 — — 0.97% $8.1M 2025-01-22 $17.47

🏢 Other funds also holding PREF

As of 2026 Q1 — sorted by position size

IFC Advisors LLC 7.35% Miller Global Investments, LLC 2.63% ROGCO, LP 2.5% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1.88% Meadow Creek Wealth Advisors LLC 3Y 1.82% Grey Ledge Advisors, LLC 3Y 7Y 0.86% INVESTMENT PARTNERS, LTD. 3Y 7Y 0.67% AXS Investments LLC 3Y 0.56% First Citizens Financial Corp 3Y 0.52% Gilliland Jeter Wealth Management LLC 0.45%

FAQ About Bensler, LLC and PREF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bensler, LLC reported owning PREF?

Bensler, LLC reported PREF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PREF position in Bensler, LLC's portfolio?

The largest reported portfolio weight for PREF was 1.62% in 2026 Q1.

What is the latest reported PREF position on this page?

The most recent filing on this page is 2026 Q1, when Bensler, LLC reported 831,810 shares, equal to 1.62% of portfolio, with an estimated market value of $15.7M.

What does the chart on this PREF ownership page compare?

The chart compares Bensler, LLC's quarterly PREF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bensler, LLC time their PREF position?

Based on 13F filing dates vs. subsequent PREF price moves, Bensler, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PREF relative to SPY over the holding period was -7.7%.

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