PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Permanens Capital L.P.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Permanens Capital L.P. 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
4.69% (2025 Q1)
Avg. % of fund
4.27%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,715,767 +247,253 +16.8% 4.27% $32.7M $18.91
2025 Q3 REDUCED 1,468,514 -52,215 -3.4% 4.19% $28.1M $18.65
2025 Q2 ADDED 1,520,729 +139,798 +10.1% 3.93% $28.8M $18.26
2025 Q1 INITIATED 1,380,931 — — 4.69% $25.8M $17.79
% of Fund (quarterly)    PREF price (monthly, adj. close)

Other funds also holding PREF

As of 2025 Q4 — sorted by position size

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% L2 Asset Management, LLC 3Y 0.8%
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