LexAurum Advisors, LLC PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in LexAurum Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

LexAurum Advisors, LLC reported PRINCIPAL EXCHANGE TRADED FD (PREF) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q2. The latest visible filing shows PREF at 0.13% 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 LexAurum Advisors, 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 Q2

PREF was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 LexAurum Advisors, LLC fund profile LexAurum Advisors, LLC full holdings
How LexAurum Advisors, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 60,194 +10,042 +20.0% 0.13% $1.1M 2026-07-15 $18.95
2026 Q1 ADDED — — — 50,152 +5,675 +12.8% 0.12% $944K 2026-04-13 $18.77
2025 Q3 ADDED — — — 44,477 +9,989 +29.0% 0.12% $851K 2025-11-06 $18.40
2025 Q2 ADDED — — — 34,488 +6,270 +22.2% 0.10% $654K 2025-07-17 $17.94
2025 Q1 ADDED — — — 28,218 +4,278 +17.9% 0.10% $528K 2025-04-14 $17.17
2024 Q4 ADDED — — — 23,940 +6,847 +40.1% 0.09% $446K 2025-01-21 $17.30
2024 Q3 ADDED — — — 17,093 +5,063 +42.1% 0.07% $322K 2024-10-17 $17.23
2024 Q2 INITIATED — — — 12,030 — — 0.05% $219K 2024-07-15 $16.65

🏢 Other funds also holding PREF

As of 2026 Q2 — sorted by position size

Valor Advisors LLC 0.78% First Citizens Financial Corp 3Y 0.46% FLAGSTAR SECURITIES, INC 3Y 0.28% Tortuga Wealth Management, Inc 0.19% Ocean Park Asset Management, LLC 3Y 0.18% Activest Wealth Management 3Y 0.12% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.07% Roxbury Financial LLC 0.06% MBL Wealth, LLC 3Y 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.02%

FAQ About LexAurum Advisors, 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 LexAurum Advisors, LLC reported owning PREF?

LexAurum Advisors, LLC reported PREF across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for PREF was 0.13% in 2026 Q2.

What is the latest reported PREF position on this page?

The most recent filing on this page is 2026 Q2, when LexAurum Advisors, LLC reported 60,194 shares, equal to 0.13% of portfolio, with an estimated market value of $1.1M.

What does the chart on this PREF ownership page compare?

The chart compares LexAurum Advisors, 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 LexAurum Advisors, LLC time their PREF position?

Based on 13F filing dates vs. subsequent PREF price moves, LexAurum Advisors, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on PREF relative to SPY over the holding period was -9.1%.

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