PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Legacy Bridge, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Legacy Bridge, 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
1.42% (2025 Q1)
Avg. % of fund
1.2%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 125,605 -3,740 -2.9% 0.97% $2.4M $18.91
2025 Q3 REDUCED 129,345 -1,015 -0.8% 1.03% $2.5M $18.65
2025 Q2 REDUCED 130,360 -6,105 -4.5% 1.17% $2.5M $18.26
2025 Q1 ADDED 136,465 +3,685 +2.8% 1.42% $2.6M $17.79
2 older quarters 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% Grey Ledge Advisors, LLC 3Y 7Y 0.9% L2 Asset Management, LLC 3Y 0.8%
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