PREF — PRINCIPAL SPECTRUM

Ownership history in PSI Advisors, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in PRINCIPAL SPECTRUM (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
1.55% (2025 Q1)
Avg. % of fund
1.11%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 291,119 +5,197 +1.8% 1.44% $5.7M $18.91
2025 Q3 ADDED 285,922 +31,688 +12.5% 1.41% $5.5M $18.65
2025 Q1 ADDED 254,234 +36,786 +16.9% 1.55% $4.8M $17.79
2024 Q4 ADDED 217,448 +2,723 +1.3% 1.20% $4.0M $17.56
20 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% 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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