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.
| 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 |
| 2024 Q3 | ADDED | 214,725 | +9,137 | +4.4% | 1.18% | $4.0M | $17.48 |
| 2024 Q2 | ADDED | 205,588 | +35,182 | +20.6% | 1.19% | $3.7M | $16.73 |
| 2024 Q1 | ADDED | 170,406 | +21,779 | +14.7% | 1.12% | $3.1M | $16.47 |
| 2023 Q4 | ADDED | 148,627 | +14,841 | +11.1% | 0.97% | $2.6M | $15.76 |
| 2023 Q3 | REDUCED | 133,786 | -286 | -0.2% | 0.98% | $2.3M | $14.93 |
| 2023 Q2 | REDUCED | 134,072 | -1,408 | -1.0% | 1.00% | $2.3M | $14.83 |
As of 2025 Q4 — sorted by position size