PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Grey Ledge Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Grey Ledge 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.04% (2025 Q3)
Avg. % of fund
0.85%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 208,749 -31,894 -13.3% 0.90% $4.0M $18.91
2025 Q3 ADDED 240,643 +16,368 +7.3% 1.04% $4.6M $18.65
2025 Q2 ADDED 224,275 +31,107 +16.1% 1.04% $4.3M $18.26
2025 Q1 ADDED 193,168 +127,373 +193.6% 0.95% $3.6M $17.79
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PREF price (monthly, adj. close)

Other funds also holding PREF

As of 2025 Q4 — 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% L2 Asset Management, LLC 3Y 0.8%
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